Ascot Lloyd has completed its acquisition of Aberdeen Financial Planning (AFP), adding a further 6,000 clients and £3.6bn of assets under advice (AUA). The deal takes Ascot Lloyd’s total client base ...

The Foundation for Financial Planning, the national nonprofit dedicated to pro bono financial planning, has updated its board of trustees with a new chair for 2026 and five new trustees. Yonhee Choin ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

LPL Financial really wants its 32,000 advisors to embrace financial planning, and a key to making that happen is understanding why some advisors shy away from planning. “When you ask why they’re not ...

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

Edelman Financial Engines offers comprehensive wealth planning services, with investment options tailored to each client. Many or all of the products on this page are from partners who compensate us ...

The College of Business at the University of Nevada, Reno has launched a new Personal Financial Planning program designed to prepare students for careers in one of today’s fastest-growing fields.

Increased longevity is a lot more than a demographic milestone. It’s a major economic force reshaping how clients live, work and invest—and how their advisors will serve them, said a roundtable of ...

The Foundation for Financial Planning has introduced a new educational resource designed to prepare the next generation of financial planners for pro bono work, aiming to address a growing demand ...

Financial advisors charge either commissions or fees for services. Experts say there are pros and cons to each model. Understanding how an advisor earns money helps protect your returns. When you're ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...