Advisors who are willing to step outside their comfort zones can make a difference in their communities, and for themselves, by volunteering to offer pro bono financial planning to those in need. To ...

This post is brought to you by i2e Consulting. Keeping any project on track is like cooking a meal, requiring close attention to all the ingredients as well as the sequence and timing of critical ...

One day in 2012, an attorney named Thomas Chu stepped into an elevator with Judy Volkmann, the founder of the New York chapter of the FPA. Processing Content By the time he got out, Chu was on his way ...

When advisors think about doing pro bono financial planning work, they might first consider what it can do for others. Processing Content But the less advertised aspect of volunteering is what it can ...

Users can quickly create a project plan. Version 2.7.6 brings the ability to sync projects between iOS and macOS device using the same iCloud account, as well as bug and crash fixes. Project Planning ...

OMAHA, Neb.--(BUSINESS WIRE)--To encourage advisors to volunteer their expertise in a time of extraordinary need, Orion Advisor Solutions now offers Orion Planning, an intuitive, modern financial ...