You’d think a financial planner married to another financial planner would have it easy come tax time. Alas, no.

Every day, millions of people input prompts (whether questions or instructions) into AI tools such as ChatGPT, Perplexity, Claude, DALL-E, or Meta AI. Recently, media coverage highlighted what seemed ...

The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.

SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that 6,200 LPL-affiliated financial advisors have earned the CERTIFIED FINANCIAL ...

A feasibility study analyzes all of the critical aspects of a proposed project. Understand how these studies work, how to conduct them, and the benefits involved.

Abstract: Integrating Artificial Intelligence (AI) in education has opened new possibilities for personalized learning, yet its potential to develop higher-order thinking skills in specific domains ...

At the Personal Financial Planning Program’s (PFP) 3rd annual EdInvest Wealth Management Forum on October 24, Leeds students gained hands-on experience and career insights through real-world ...

With so many unsettling things happening beyond your — or any individual’s — control, it sometimes can help to proactively do something concrete that would be helpful to you and your family. Take, as ...