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 ...

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.

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

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 ...

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 ...

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 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 ...

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 ...

Join the free Financial Planning Workshop by The Economic Times. Learn SIP investing, equity fundamentals, and a structured ...

Financial Planning is excited to announce our 2025 class of Rising Stars. These 10 standout professionals represent the next generation of leadership in wealth management. Every year, we honor ...