3 Ways Financial Professionals Can Use ChatGPT to Enhance Your Marketing Efforts
At this point, you’ve probably heard of ChatGPT. The AI writing tool can solve complicated problems, answer questions more comprehensively than… 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.
4 Women Empowering Women in Financial Planning
Women are becoming increasingly responsible for their household finances. In fact, statistics show that eight out of every ten women… Read More
SECURE 2.0 Act: What Financial Advisors Can Expect
The SECURE 2.0 Act, signed into law December 29, 2022, is designed to help strengthen the retirement system and Americans’… Read More
CFP Board’s Crypto Guidelines Offer a Word of Caution
A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor… Read More
Financial Planning Research Roundup: October 2022
In this month’s research roundup, we see cryptocurrency and environmental, social, and governance (ESG) investing are experiencing massive growth in… Read More
What Is Financial Wellness?
As a financial professional, your understanding of the concept of financial wellness is critical to helping your clients achieve it. Read More
Financial Planning Research Roundup: August 2022
New clients with different priorities are changing the advice landscape at the same time that digitization is creating entirely new… Read More
Navigating the Rise of Impact Investing as an Advisor
Impact investing is one of the biggest growth areas of the wealth management landscape. Financial advisors, if you haven’t already… Read More
How Financial Advisors Should Approach Succession Planning
Succession planning is likely something you discuss with your clients, but perhaps not top of mind in your everyday. However,… Read More
The State of Holistic Financial Planning: The Effort and the Result
Holistic financial planning is a method of financial planning that accounts for a client’s entire life circumstances, not just their… 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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