6 Facts About Financial Planning for Gen Z
Gen Z, which consists of those who were born between 1997 and 2012, is mostly made up of teenagers. However,… Read More
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.
Understanding Dodd-Frank Section 1033: What You and Your Clients Need to Know
Section 1033 of the Dodd-Frank Act is designed to empower consumers by giving them the right to access and share… Read More
The Intelligent Technology Landscape: Shaping the Future of Wealth Management
Artificial intelligence (AI) is transforming industries–including the wealth management industry. At the 2024 eMoney Summit, we delved into generative AI… Read More
Three Keys to Building Stronger Relationships with Today’s Clients
According to Fidelity’s 2024 Investor Insights Study, a significant majority of Millennials (Gen Y) and Gen Z (61 percent) and… Read More
Planning Better Together: The Power of Collaborative Financial Planning
In our ongoing mission to enhance the advisor-client dynamic, our previous Evolution of Advice research laid the groundwork for understanding… Read More
Fostering Diversity and Inclusion in the Financial Planning Profession
The financial planning profession stands at a crossroads of change. As we push towards creating a more inclusive and diverse… Read More
What’s Inside the New Guide to CFP Board’s Technology Standard?
Technology is a critical tool in every financial planning firm, and it is important for financial professionals to use it… Read More
Navigating 2024 Tax Legislation: A Financial Advisor’s Guide to Key Updates and Proposed Changes
In the dynamic realm of tax legislation, financial professionals must remain vigilant to navigate their clients’ tax obligations. This blog… Read More
7 Skills You Need to Be a Successful Financial Advisor
Being a successful financial advisor goes beyond having wealth management knowledge and financial planning skills. As the scope of financial… Read More
Leveraging Technology for Generational Wealth Planning
The Great Wealth Transfer is on the horizon, with $84 trillion going to heirs and charities by 2045.1 Advisors who… Read More
7 Lessons for Financial Advisors from Millennial Shopping Habits
It’s hard to believe, but the oldest Millennials—people born between 1981 and 1996—are now in their early 40s. Despite the… Read More
eBook: Candid Conversations - Suddenly Single
Download our latest eBook for thoughtful guidance on how to serve clients who have recently lost a spouse or divorced.
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