Financial Planning Research Roundup: September 2021
While the global pandemic dominates today’s headlines, other major trends are accelerating innovation in financial advice. A new generation of… Read More
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3 Examples of How Financial Professionals Can Personalize Their Marketing
The relationship between client and financial planner is inherently personal, so it’s not surprising that personalization is one of the… Read More
Marketing Tactics for Financial Professionals to Connect with Generation X
The media (and culture at large) often forgets about Generation X—born between 1965 and 1980—in favor of the larger Baby… Read More
The Weight of Financial Wellness on Generation X
Study after study is revealing the stress Generation X—born between 1965 and 1980—is experiencing due to the pressures on their… Read More
Develop Financial Planning Content That Converts
Content marketing can play an essential role in any modern financial professional’s marketing strategy. According to the eMoney consumer marketing… Read More
Chief Data Officers, Data Strategy and Risk Mitigation: A Cross-functional Solution
The Chief Data Officer Evolution The nature of data inside companies has changed dramatically over the last 10 years. In… Read More
Baby Boomers and Financial Stress
Stress caused by financial concerns impacts the wellness of people across generations, but the nature of that stress tends to… Read More
Practical Responses to Privacy Regulation
State privacy regulations are rapidly becoming a prominent legal concern for U.S. businesses. Privacy lawsuits against fintech favorites are settling for… Read More
9 Compliance Considerations When Switching to Fee-only Financial Planning
The financial planning industry has been steadily moving away from commission-based product sales for decades. Charging clients a fee based… Read More
Connecting with Clients Through Financial Literacy
Financial education is at the heart of planning. Financial professionals who make a point to educate their clients on personal… Read More
