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
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Helping Couples Manage Money in Marriage
My husband and I have differing opinions on insurance. Yes, we’re both multi-cultural and multi-racial. My dad showed me where… Read More
Tax Legislation and Staying Proactive in Your Client’s Tax Strategy
With newly proposed tax legislation looming, helping clients navigate this environment presents a big opportunity for today’s financial professionals. Tax… Read More
6 Ways Financial Professionals Can Maximize Their Marketing Automation Tool
Marketing automation for financial services is growing in popularity. This isn’t surprising. With the generational wealth transfer underway and the… Read More
How to Embed the Three Pillars of Financial Wellness into Your Planning Process
Financial professionals have always played a role in improving their clients’ financial wellness by helping them plan for the future… Read More
Financial Planning as a Workplace Benefit
For far too long, financial planning and wellness resources have only been available to people who are already wealthy. Technology… Read More
Beyond AUM: The Business Opportunities with Alternative Fee-based and Fee-only Financial Planning
The wealth management industry once relied on product commissions to generate revenue, giving away financial plans for free. Over time,… Read More
Understanding the Evolution of Monte Carlo Analysis in Financial Planning
Monte Carlo analysis is a powerful tool for financial planners working to secure a client’s trust in their financial plan. Read More
How to Price Your Financial Planning Services
As the financial advisory industry shifts towards a planning-led business model, the popular AUM-based fee is becoming less applicable. While… Read More
How to Start the College Money Talk
For some clients, college tuition is the second biggest expense of their lives. And whenever an individual or family is… Read More
