Advisors who are willing to step outside their comfort zones can make a difference in their communities, and for themselves, by volunteering to offer pro bono financial planning to those in need. To ...

Frances Goldman said she doesn't do pro bono financial planning for notoriety or accolades. And she certainly doesn't do it for the money. Processing Content She does it because she knows that a few ...

One day in 2012, an attorney named Thomas Chu stepped into an elevator with Judy Volkmann, the founder of the New York chapter of the FPA. Processing Content By the time he got out, Chu was on his way ...

This post is brought to you by i2e Consulting. Keeping any project on track is like cooking a meal, requiring close attention to all the ingredients as well as the sequence and timing of critical ...

OMAHA, Neb.--(BUSINESS WIRE)--To encourage advisors to volunteer their expertise in a time of extraordinary need, Orion Advisor Solutions now offers Orion Planning, an intuitive, modern financial ...

Users can quickly create a project plan. Version 2.7.6 brings the ability to sync projects between iOS and macOS device using the same iCloud account, as well as bug and crash fixes. Project Planning ...

The recent economic fallout has highlighted the financial insecurity many Americans face every day. In 2019, nearly 40% of American adults surveyed by the Federal Reserve said they did not have enough ...