Mesirow, an independent, employee-owned financial services firm, today announced that Gary Pattengale, CFP® has joined ...

Nitrogen (formerly Riskalyze), the leading developer of integrated risk tolerance, proposal generation, investment research and planning software for financial advisors, has partnered with Shaping ...

M.P.S. in Wealth Management alumnus and course associate Miles Sharpe explores the evolving wealth management landscape and highlights how graduate education and inspiring teaching foster lifelong ...

As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to ...

Duquesne University launches Financial Planning Track in Fall 2025. Students gain resources from Duquesne's Investment ...

Kevin Keller prides himself on the growing public awareness of the CFP mark while warning that his successor is likely to ...

Highly personalized financial planning drives significant growth for two former Allworth Financial advisors.Gold River, ...

Being childfree means more than just living without kids. It reshapes your entire financial future. Explore strategies for ...

Bluespring Wealth Partners (Bluespring), a leading acquirer of both independent RIAs and hybrid wealth management firms, ...