Financial Planning

Why Put Purpose Before Product in Financial Planning?
Financial Management Why Put Purpose Before Product in Financial Planning?

A staggering number of individuals navigate their financial lives without a clear map, as recent data from a 2025 Investopedia survey reveals nearly half of all Americans (47%) do not have a written financial plan to guide their decisions. This leaves many with a disjointed collection of accounts

What Tax Change Could Unleash Cannabis Research?
Strategic Management What Tax Change Could Unleash Cannabis Research?

A hypothetical presidential directive titled “Increasing Medical Marijuana And Cannabidiol Research,” purportedly issued on December 18, would set in motion a profound shift not through outright legalization for personal use but by targeting a single, debilitating section of the U.S. tax code. This

B2B Payments Are Overdue for a Digital Overhaul
Tech & Innovation B2B Payments Are Overdue for a Digital Overhaul

In a world where consumer transactions are instantaneous and invisible, the business-to-business payment landscape presents a stark and bewildering contrast, with its staggering $88 trillion market volume still largely shackled by technology from a bygone era. While individuals can split a dinner

Is Your Retirement Safe in Private Markets?
Financial Management Is Your Retirement Safe in Private Markets?

A seismic shift is underway in the investment world, promising to unlock a previously exclusive realm of high-growth assets for everyday retirement savers. The accelerating trend of integrating private market investments—such as private equity, venture capital, and private credit—into 401(k) and

Why Are Top US Wealth Firms Going Global?
Financial Management Why Are Top US Wealth Firms Going Global?

The once-distinct boundaries of national wealth management are visibly dissolving, a shift powerfully underscored by the landmark acquisition agreement between the U.S. financial giant Creative Planning and the London-based Maseco Private Wealth. This strategic maneuver, which places Maseco’s $4.8

WVU Medicine Names Hannah Finance Chief for Rural Hospitals
Financial Management WVU Medicine Names Hannah Finance Chief for Rural Hospitals

Ensuring the financial viability of rural hospitals represents one of the most pressing challenges in modern healthcare, as these institutions must balance tight budgets with the critical need to provide comprehensive, high-quality care to often underserved populations. In a strategic move to

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