Pure Financial is a fee-only firm offering free assessments and access to credentialed advisors. But initial financial plans ...

Personal financial management (PFM) uses technology to help consumers navigate their everyday finances, including budgeting, tracking expenses and investing for retirement. Many banks already offer ...

Since many of the services offered by Credit Sesame are free, it turns to referrals, advertising and venture capitalists to increase revenue and cash inflow.

Only a third of millionaires use a wealth advisor for their financial planning and 1 in 5 plan to fire their advisor due to high costs and poor service, according to a new survey from Long Angle. By ...

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money writer at ...

Whether you're an individual investor or a portfolio manager, the right portfolio management software can make a huge difference. The best software provides valuable tools to help you better analyze ...

Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...