Working at an asset management firm, a Fortune 100 bank and a wealth management firm before launching my registered investment advisor firm in 2008 gave me a front-row seat to the family office ...

[ Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do for their clients and how they want to be perceived ...

The advisors who thrive in the next decade will be the ones who treat this evolution not as a trend but as a mindset. One ...

Apologies for the cliché, but this quote 100% describes how my partner and I got the idea to start a fintech company to allow advisors to easily and compliantly charge their clients for financial ...

Gauthron, founder and CEO of Kwanti, stops by the Financial Planning Podcast this week to talk about time, confidence and portfolio management. Formerly a software engineer working exclusively in the ...

The new feature analyzes client documents to create personalized tax strategies and interactive scenario modeling for ...

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

The success of a startup often hinges on meticulous financial planning and management. For many entrepreneurs, this can be a source of stress and an overwhelming part of their journey. However, it's ...

Customer needs and expectations have evolved dramatically in recent years—and they will continue to evolve in the coming decade. Factors including new technologies, economic pressures and the growing ...

The Financial Planning Association has introduced a new framework that aims to define and support the behavioral skills financial planners need to build relationships, lead teams, and grow their ...

What if you could build a professional-grade financial model in minutes, not hours? Imagine walking into a high-stakes meeting armed with a dynamic tool that not only crunches numbers but also adapts ...

Default assumptions based on nonexistent children can lead to overaccumulation and unnecessarily delayed retirement.