After “pandemic” and “COVID,” the word you are most likely to hear today in discussions about adviser practice management is probably “wellness.” Countless wealth management firms, insurance companies ...

Financial wellness refers to having a healthy and balanced relationship with money. In general, it is where an individual’s financial situation aligns with their values, goals, and overall well-being.

There are some fights you just want to stay out of. But there is one going on between the Financial Planning Association and the Securities and Exchange Commission that directly affects consumers who ...

There seems to be no consensus on a definition of the trendy term, but plan advisers can create their own business model for offering a ‘financial wellness’ program. Starting off her panel, Thursday, ...

The financial milestones of adulthood used to be pretty clear-cut: 30-somethings were expected to get married, buy a home and have children. In fact, when the popular TV show “thirtysomething” hit the ...

Financial management involves planning, organizing and controlling an organization’s financial activities. Effective financial management helps businesses achieve their goals, optimize profits and ...

Allison Landa is a longtime business writer whose work on real estate, personal finance, and insurance have appeared in multiple publications including Parents, Business Insider, The Washington Post, ...