The days of a financial advisor presenting a client with a pre-made financial plan on paper are at an end. Clients today prefer to be engaged in the planning process and to influence the development ...

As Generation X nears retirement age, and Generations Y and X near their peak earning years, financial advisors are beginning to face a generational shift in their serviceable market. Each generation ...

This is your first of three free stories this month. Become a free or sustaining member to read unlimited articles, webinars and ebooks. Planners and policy makers must constantly make decisions in ...

In 2019, William & Mary began a comprehensive planning effort to create a strategic plan. During the plan’s development, university departments, units and schools were asked to develop strategic plans ...

Designing a clinic is a major step, which is why collaborative planning among common end-users, such as doctors, patients, and other staff, is essential. This group work in optometry clinic design ...

There's no shortage of options in financial services today. A digitized and decentralized financial services sector has unlocked a wealth of new services to help individuals and families save, grow, ...

Omaha Public Schools is putting forward a sensible, collaborative plan to address its pension woes. Such a cooperative approach can ensure buy-in and give the OPS board greater confidence in its ...