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
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.
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
How Top Advisors Are Combining Financial Psychology and Technology
For today’s financial planner, delivering a plan is table stakes, and providing a personalized planning experience is no longer just… Read More
The 7-Step Financial Planning Process: How Advisors Can Adapt for Compliance
The CFP Board’s Code of Ethics and Standards of Conduct focuses on the ethical responsibilities of CFP® professionals as they… Read More
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
What Advisors Need to Know About Working with Young Investors
Despite the global and market upheaval over the past few years, millions of Americans have started investing. And 60 percent… Read More
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
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
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