For the second time since 2019, the city of Erie could be getting state help to create a long-range financial management plan. Erie City Council on May 21 approved a resolution that allows Mayor Joe ...

The transaction is expected to close in the year’s fourth quarter. The Goldman Sachs Group Inc. announced the sale of its United Capital Financial Partners Inc. division to Creative Planning LLC, the ...

A financial plan is a personalized roadmap for reaching your goals. It should take into account your full financial picture, ...

Creative Planning offers comprehensive wealth management, custom portfolios and specialized services for the ultrawealthy. But it might not be the best fit for beginners or those with fewer investable ...

The Solano County Board of Supervisors voted 3-2 to retain the county’s current financial management structure at its Tuesday meeting, rejecting a proposal that could have consolidated some financial ...

SCRANTON — Debt restructuring, borrowing, a significant tax increase and other strategic moves helped Lackawanna County overcome a cash crisis last year and establish sturdier fiscal footing entering ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...

From a massive continuing education cheating scandal, to LPL Financial's lawsuit and other challenges, here are some of the top news items that swept across the wealth management landscape in 2024.

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 ...

2024 is just around the corner, and change is in the air. Below, the staff at Financial Planning has named 24 leaders who have made significant waves in our dynamic industry, and who we believe are ...