Rowan University today announced a landmark $10 million commitment by Edelman Financial Engines to establish the School of ...

Edelman Financial Engines commits $10M to Rowan University for a new financial planning school to address the advisor ...

How is a prospective financial planner supposed to determine which of the now 179 CFP Board-accredited financial planning programs offers the best preparation for success? The results of the FPA ...

Host Robert Brokamp speaks with Hannah Moore, founder of Amplified Planning, and creator of The Externship, a summer program ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

Officials say the donation will be used to create a new school to help address the nation’s increasing shortage of qualified financial planning professionals.

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Expecting its largest cohort yet, The 2026 Externship introduces a new mobile learning platform, two new major technology partners, and two real client case studies that bring complex planning ...

A $10-million private pledge to Rowan University brings the creation of a new school focused on turning out financial ...

CENTENNIAL, Colo.--(BUSINESS WIRE)--The College for Financial Planning—a Kaplan Company, which is accredited by the Higher Learning Commission, has launched an ETFs & Portfolio Construction ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. Processing Content But for many advisors, that value proposition is insufficient ...

Financial planning involves a lot of elements. For a growing share of advisors, managing investments isn't one of them. Processing Content The use of mutual fund wrap programs — a unique type of fund ...