Getting to Know the Next Generation of Financial Planners
The next generation of financial planners is coming, and they have a whole new attitude towards financial advice. I was… Read More
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Industry News and Trends
Financial planning has changed dramatically over the past few decades. And it will continue to change as technology evolves, new generations of clients demand more, the regulatory landscape shifts, and competition in the industry stiffens. Stay on top of the latest trends and regulations to keep your firm prepared for what’s to come.
Practical Responses to Privacy Regulation
State privacy regulations are rapidly becoming a prominent legal concern for U.S. businesses. Privacy lawsuits against fintech favorites are settling for… Read More
United States Privacy Laws: A Legal Evolution
Your name. Your date of birth. Your IP addresses. The video your neighbor took of you winning the hot dog… Read More
Financial Planning Research Roundup: August 2021
While COVID-19 continues to dominate headlines, digital transformation is advancing rapidly in the financial services industry. Financial professionals are quickly… Read More
Six Ways Financial Professionals Can Leverage Big Data to Make a Big(ger) Impact
It’s no secret: Behind every decision, purchase, and marketing program is a powerful data stream, and many times, some form… Read More
Yes, You Can Provide the Workplace Financial Wellness Benefits Your Employees Want
This article was originally published in the July 2021 issue of HR News, the magazine of the International Public Management Association… Read More
Financial Planning Research Roundup: June 2021
The wealth management industry was put to the test in 2020. The pandemic impacted operations in a way that could… Read More
An Abbreviated History of Financial Planning: Where We Go From Here
It feels like the pace of change in financial planning has only been accelerating over the last several years. The… Read More
Financial Planning Research Roundup: May 2021
With vaccine deployment continuing at a steady pace across the globe, firms are setting their sights on what the next… Read More
Financial Planning Research Roundup: April 2021
The pandemic has shaped life as we know it, and its impact on financial advice is lasting. While many financial… Read More
Financial Planning Research Roundup: March 2021
Financial wellness is becoming an increasingly important topic in the financial planning profession. Americans are stressed out about their finances,… Read More
CE Webinar - Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit)
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