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.
Sludge is like an anti-nudge: Rather than removing friction to make a choice simpler, sludge adds friction or complexity to the customer journey for the purpose of entrapping or upselling consumers.
We can learn from the last year and look back on it as a catalyst to achieve long-term, sustainable and far-reaching positive change.
The advertisement is just the latest ploy in an industry war over the throngs of retail investors flocking to digital wealth platforms. The new account openings will certainly have repercussions.
More and more of the industry's clients are women, and the share of global wealth controlled by women is increasing.
The SEC and other regulators want to keep firms and advisers on their toes — and toeing the line.
In the final part of a three-part series, the authors examine planning's role in the changing preferences of next-generation clients.
“Mega teams” with the scale to grow, greater diversity, sophisticated tools and the flexibility to adapt to any environment will lead the way.
We’ve gone from $2 billion to over $10 billion in AUM in four years because we’ve consistently adhered to three broad principles: Everything must be repeatable, measurable and scalable.
In the second of a three-part series, the authors examine the importance of asset allocation in the changing preferences of next-gen clients.
The first of a three-part series breaks down important preferences of next-gen clients as wealth managers manage the transfer of wealth.
All the old roadblocks to advisory firms making meaningful use of social media are gone.
Clients come in with a problem that is actually a bundle of issues, only partly financial, that they haven’t been able to sort through to make progress toward resolution.
Firms scrambling to enhance their policies and procedures should focus on the three most common weaknesses — device security, software vulnerabilities and data privacy.
