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Heart of Advice

Insights and best practices for successful financial planning engagement

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.

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Chat GPT

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

A businesswoman networking.

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

Financial advisors discussing SECURE Act 2.0

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

Investor checking crypto performance on phone

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 papers

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

Many people today struggle with financial wellness

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 August 2022

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

Impact investing on the rise

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

holistic planning meeting

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

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