Adults motivated by personal values when it comes to financial planning
New research from Aviva has revealed that adults are increasingly motivated by personal values when it comes to their financial...
Financial
Why I Have a Financial Planner
“Wait a minute. You have a financial planner? Why?!”I was standing in my neighbor’s kitchen, having just mentioned something about...
Step aside, human advisers. AI may become the new financial planning powerhouse
Open this photo in gallery:In a KPMG study, more than half of Gen Z respondents say they would rather use...
Canadians struggling to sell their homes face financial planning implications
Open this photo in gallery:Clients who can’t sell as quickly as planned may face ripple effects, including carrying costs and...
Cerity Partners gift bring branding of WKU personal financial planning program – Lane Report
BOWLING GREEN, Ky. — Cerity Partners, an independent wealth management firm in the U.S., announced a major philanthropic gift to Western Kentucky...
Introducing the Cerity Partners Financial Planning Program at Western Kentucky University
BOWLING GREEN, Ky., Sept. 23, 2025 /PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced a...
