The College for Financial Planning—a Kaplan Company has launched the Wealth Management Professional Assistant, leveraging artificial intelligence, designed to enhance the efficiency and effectiveness ...

Susan Kaplan, a 40-year veteran of the wealth management business, doesn’t plan to sell her $3.3 billion-asset practice, Kaplan Financial Services. “I can’t think of anything creepier for the client ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...