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...
Planning
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...
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How ChatGPT Could Transform Your Retirement Planning for the Better
Key Takeaways ChatGPT can be a resource for retirement planning questions, but it doesn’t replace the advice of a human...
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...
Personal planning moves under One Big Beautiful Bill
By Paulina Matel & Brad Stanek This article first appeared in the September issue of Powersports Business. When the recently passed One Big...
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...
