FPA President James Lee explains why the FPA NextGen conference is a unique event that radiates energy from young professionals passionate about financial planning.
Technology should not be viewed as a replacement for advisors, but a tool that enhances their capabilities, says Fidelity's director of digital planning.
Kellan Brown, chief growth officer at Income Lab, discusses the integration of retirement income planning with next-gen financial advising.
Danielle Miura transitioned from being a stay-at-home mom to a career in financial planning after encouragement from her husband.