There is a drive underway to encourage a new way of thinking about money. It has surprisingly little to do with income and ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

More than half (53%) of investors believe that having a written financial plan is important, up from 41% of retail investors as of year-end 2014, according to new research from Cerulli Associates and ...

For small business owners, high net worth individuals, and real estate investors, navigating financial challenges can be daunting without a well-structured plan. Financial planning is not just a ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

Here are important financial planning tips for single parents. Nov. 16, 2013 — -- intro: Long-term financial planning for single parents has its challenges. "Losing a job or becoming ill can be ...

What are you worth – financially, that is? Knowing the answer is an important first step in getting your financial house in ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

The clients we help by planning for a safe and financially secure retirement are most vulnerable after they reach the age of 65. This is when, for most people, incomes drop and financial risks ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...