Displaying 389 results
Intuition at the heart of understanding what makes clients tick
How positive prosperity reaped rewards for speaker at InvestmentNews’ upcoming Women Advisor Summit.
Tech firm Vanilla sweetens its estate planning platform
The platform's document builder module now allows clients to connect directly with legal eagles and obtain vital powers of attorney.
Poll shows Americans lack action when it comes to estate planning
Survey of US adults finds stunning shortfalls, with behavioral differences running along gender, wealth, and generational lines.
Virtual course for financial planners enters its fifth year
With 700 people already on the wait list, the online program to train aspiring college students and new advisors is now open for registration.
Among financial challenges, Americans say inflation hurts worst
New survey reveals three-quarters feeling the pinch from higher prices, with economic uncertainty impacting tax refunds and spending plans.
Gen Z, millennials as likely to own crypto as real estate
Online poll of 4,000 adults reveals younger generations’ approaches to wealth-building, financial 'hacks,' and trusted financial sources.
Three-fifths of millennials don’t have a will or trust: Study
Survey of 15,000 millennials reveal a gap in generational planning as caregiving duties and homebuying struggles take their toll.
Fees for financial planning are on the rise: AdvicePay
Research shows upticks across subscription and one-time payment models amid investors’ growing appreciation for financial advice.
Elements woos more fee-only advisors with XYPN tie-up
Partnership expands access to financial planning tech and in-depth practice management training for over 1,800 independent planners.
The symphony of financial planning
Pop musician turned advisor on transferring skills from the studio to keeping the ‘personal’ in finance.
FP Alpha and PreciseFP unveil new tech partnership
The new alliance allows more advisors using financial planning software to leverage AI by removing a key friction point.
Helping debt-ridden physicians thrive
Recognizing a growing need, Olson began offering free help online to medical professionals, which eventually led him to pivot his practice exclusively toward physicians.
Financial insecurity among Americans hits new high
With inflation leading their concerns, survey finds two-fifths of respondents are playing defense in their savings and investments.
‘We want to actually touch people’s lives’
Melissa Joy, founder of Pearl Planning, talks about her passion for educating people about money.
Deep client relationships drive culture at Advus
Mark Lamoriello, CEO of Advus Financial Partners, explains why client relationships not AUM drives his firm.
How does the work and pay picture look for financial professionals?
Data from College for Financial Planning reveal views on compensation, career development, and workforce challenges.
‘The fear of AI is overblown’
Justin Castelli, founder of RLS Wealth, says robots can’t read a person’s facial expressions but warns industry has to evolve
Blending tech expertise with passion for financial planning
Mike Zung, of Java Wealth Planning, says being an outsider in finance has been more of an advantage than a challenge.
Controlling the controllables
Veronica Karas, advisor at Captrust, explains why financial planning comes first.
Latino roots at heart of financial planner’s message
Childhood experiences still resonate for Louis Barajas who set out to ‘change the world’ in his community.
