Empowering Financial Advisors with Technology: Insights from Celeste Revelli

Oct 19, 2023

Technology should not be viewed as a replacement for advisors, but a tool that enhances their capabilities, says Fidelity's director of digital planning.

Revolutionizing Retirement Planning: Income Lab's Next-Gen Approach

Oct 19, 2023

Kellan Brown, chief growth officer at Income Lab, discusses the integration of retirement income planning with next-gen financial advising.

From Stay-at-Home Mom to Financial Planner for Caregivers

Oct 19, 2023

Danielle Miura transitioned from being a stay-at-home mom to a career in financial planning after encouragement from her husband.

Pioneering Succession Planning and Championing Financial Aid for Educators

Oct 18, 2023

Landon Warmund, who is only in his fifth year in the finance industry, is already giving serious thought to succession planning.

From Introverted Beginnings to a Promising Future in Financial Planning

Oct 18, 2023

Kevin Clark was apprehensive about entering the financial planning industry, particularly because of his introverted nature.

From Corporate Finance to Passionate Financial Planner

Oct 18, 2023

Cooke Capital's Haley Tolistsky shares her unique journey into the profession.

Blake Pinyan on Personal Drive, Technology and the Future of Financial Planning

Oct 18, 2023

Blake Pinyan shares his journey in the financial planning industry.

eMoney Unveils Product Roadmap At Summit

Oct 17, 2023

Several customization and collaboration enhancements to the Decision Center, including full, unlimited editing, are now available, with more on the way.

FinanceHQ Emerges From Stealth Mode

Oct 17, 2023

The digital lead generation provider is banking on its proprietary technology to stand out in a crowded field.

Growth Platform Practice Intel Officially Launches

Oct 17, 2023

The firm’s proprietary Relationship Quality Index combines multiple metrics, based on a 14-question survey, to measure the quality of client relationships.