Some of the biggest names in financial services are building the wealthtech equivalents of Uber right now, and they’re using APIs to do it.
Advisers nearly universally agree that a return to office meetings is key, and that they must change
The world's largest retailer announced plans to launch a digital advice platform for its 220 million weekly clients. It will likely target lower-income Americans with simple but necessary financial products.
Clients who feel they’re being ignored or getting second-class treatment will get fed up and leave, especially if investment performance hasn’t been great or the firm has dropped the ball somewhere else.
The pandemic has reminded us that too many Americans are being left behind economically, and the stats for financial education demonstrate that is happening in the classroom too.
Now is a good time to tell clients to double-check all their loan documents and credit card statements to see if they have any Libor-linked debt.
Advisers can utilize cutting-edge financial planning tools to help ease clients' concerns by showing them how they can save to cover medical expenses during retirement.
Democracy is a systemic issue that's difficult to link to a particular company. But firms take hits by jumping into fights over specific bills.
Social Security is forecast to run out of funds by 2035, company pensions (as well as full-time employment itself) are in decline, and millions are facing a squeeze on savings. People planning for their retirement are looking for fresh advice to help guarantee long-term financial security.
If you are a competent, caring, hands-on financial adviser, you should charge a market rate for your services.
The BLatinX Internship Program's goal is to provide 100 aspiring Black and Latinx financial planners the chance to obtain a paid internship.
Society must integrate financial awareness into education, as men, and particularly women, need to improve their financial knowledge.
Foundation for Financial Planning helps bring free financial advice and planning to people across the country who can’t afford a financial adviser.
Mana Money School offers bite-sized lessons that cover core topics in personal finance, introducing the basics of wealth management.
Tax-related advice is one of the few areas where advisory expertise so clearly and quickly shows its worth.
The 403(b) and the 457(b) are defined-contribution plans. This makes financial education on these plans critical.
A recent academic paper argues that large shocks like the pandemic undermine feelings of financial security. This raises the question of what financial planners can learn from the pandemic to help their clients better prepare for the next shock.
The impact of addressing sustainable issues, from climate change to racial and social justice, has become a compelling investment case and, just as important, not factoring in these issues represents an investment risk.
A lot has changed over the past 12 months, and it's likely that what your clients want or prefer may have changed as well.
Advisers thinking of making a move should evaluate firms on what they're doing and what they've done, not on how big or small they are.
