Category: Financial Planning

SEC Examines Conflicts of Interest with Social Media Influencers and AI Technology in Financial Decisions In a world where social media influencers hold significant sway […]

Millennials Prioritize Financial Independence and Stability, According to CFP Board Study Are you a millennial who is striving for financial independence and stability? According to […]

Navigating Divorce: Essential Financial Considerations for Advisors Divorce is a challenging and emotional time for many families, and financial advisors play a crucial role in […]

Concurrent Financial Planning Seeks to Expand Tenfold with New Doctorate-Holding Planners Title: Concurrent Financial Planning Aims for Rapid Growth with New Doctorate-Holding Planners Are you […]

Modern Financial Planning in Action: Insights from Andrea Sorenson (YMCA) at Planful Perform ’24 Conclusion As we look towards the future of financial planning, it’s […]

Alternative Ways to Manage Your Money Without Budgeting Apps Are you tired of using budgeting apps to manage your money? Looking for alternative ways to […]

Navigating Partial Retirement: A New Approach to the Traditional Concept Retirement: A Gradual Transition, Not a Finish Line In American culture, retirement is often seen […]

AAB Wealth Acquires Synergy Financial Planning, Expanding Assets Under Advice to Over £800 Million The recent acquisition of Bishopbriggs-based Synergy Financial Planning by AAB Wealth […]

Study Finds Affluent Investors Exhibit Behavioral Bias: How Financial Advisors Can Help In a recent study conducted by Cerulli Associates and MarketCast, it was found […]

The Importance of Regularly Reviewing Vendors and Third-Party Service Providers As a financial advisor, the security and integrity of your clients’ data should be a […]