CBN, I retired and joined China Bank Savings (CBS), the retail banking arm of Chinabank. At CBS, I would get to travel the Philippines conducting financial wellness seminars for teachers, students, ...

IF you’re caring for aging parents while raising kids, you’re part of the sandwich generation—and it’s no easy job. In the Philippines, this responsibility is even more intense due to strong family ...

Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover ...

Adaptive financial planning emphasizes agility and responsiveness, enabling practitioners to adjust strategies in the moment based on emerging trends and evolving market conditions.

They will be recognized at Financial Planning's first conference solely dedicated to AI tools for advisors, ADVISE AI, this Oct. 9-10.

The key is to understand how these financial tools can integrate with existing estate planning strategies to create better solutions for your clients. It’s also a good idea to seek out a mentor ...

For so long, the financial planning industry has focused on investment management alone — and charges an all-around 1% fee. But now, you can get a whole team to serve you for that same fee.

Almost everything changes with time, and the financial planning process is not "one and done." As child-free couples work through the various aspects of planning, they must circle back to earlier ...

When it comes to retirement planning, what you don’t know can hurt you financially. If you’re approaching retirement, for example, you might not know how to create a portfolio that will ...

Whether by partnering with outside professionals or gaining additional certifications or qualifications, advisors have been adding guidance on insurance, health care, taxes, estate planning and more.