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Wealth.com Launches Tax Planning Platform for Advisors
Estate planning tech platform Wealth.com recently announced the launch of a major expansion to its offerings—Wealth.com…
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Elective turns to calling: Former student finds financial planning future
For Justin Nnabuife ’18, the path to becoming a certified financial planner wasn’t paved with spreadsheets,…
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Year-end financial planning for farmers
December and January are great months to look at farm financials. You can finish up last…
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Four for Four: Workday Named a Leader in the Gartner Magic Quadrant for Financial Planning for the Fourth Year in a Row
The AI-First Advantage At Workday, we’ve deeply invested in AI, but not just for automation’s sake.…
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Midstate financial planning firms merge
Listen to this article Northeastern Star Asset Management Inc., an independent fee-based financial advisory firm, based…
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Financial Planning Association names 2026 president-elect, welcomes board members
D. Crystal Alford-Cooper, 2026 president-elect of the Financial Planning Association. Experience financial planner and educator D.…
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Workforce planning built on business strategy
When Vincent Favre, organizational development director at multinational food corporation Danone, told a room full of…
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October is perfect for Financial Planning Month
Happy Financial Planning Month, for those unaware of it. October has long been characterized as being…
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OneStream Extends Finance AI Leadership with the Launch of Modern Financial Close and SensibleAI-Powered ESG Planning & Reporting
Modern Financial Close and new SensibleAI™ capabilities advance the path to a Touchless Close – automating…
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