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 ...

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 ...

Derek Tuz finds that he just can't get clients very engaged in comprehensive financial planning unless they pay for it with an additional fee. Processing Content The owner of Aegis Financial Partners ...

Learn effective cash management strategies to optimize your cash flows, boost financial stability and liquidity, and ensure ...

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 ...

Financial planning software developer RightCapital has released its Snapshot feature, which gives advisors a customizable, highly visual one-page financial plan that can be used as a client landing ...

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 ...

Certified financial planners and money managers tend to serve clients with considerable wealth to manage. The services are commonly associated with high net worth, which typically means more than $1 ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...

Most financial plans focus heavily on growth but overlook risk management and asset protection. For high-earning ...

Erie seeks state grant to develop a five-year financial management plan. The plan aims to address projected budget deficits and build on previous financial successes. A consultant will be hired to ...