Are Financial Apps and Websites Effective in Helping Individuals with their Financial Goals? Implications for Financial Planners

Financial Advice, Investment Knowledge, and Portfolio Diversification

Facilitating Virtual Client Meetings for Money Conversations: Skills, Strategies, and Outcomes.

The Foundation for Financial Planning is the nation’s only charitable organization solely devoted to supporting the delivery of pro bono financial planning to at-risk populations.

Get to know planners and career paths in a fun and engaging way! Join host Stephanie Trexler, CFP® as she interviews Erica James, CPA, Luis Rosa, CFP®, EA and Hannah Moore, CFP®.

We're living in unprecedented times: Social Justice protests are everywhere and Diversity & Inclusion is one of the hottest - if least understood - topics out there. But what is D&I and why does it matter to us as planning firm leaders?

The financial advice industry is fiercely competitive and it's getting harder to capture prospect attention. How can advisors market themselves in a way that is captivating and irresistible to prospects? How can they blend out instead of blending in?

For decades, bonds have played a pivotal role in asset allocation, providing both yield and capital preservation.

Discover valuable insights into how advisors can use an integrated framework of scripts, stories, sketches and supplements to increase the effectiveness of their communication with clients.

Employer-provided group long term disability (LTD) coverage is a great value. Premiums are often paid by the employer, and the coverage is usually better than you think.