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.
Landon Warmund, who is only in his fifth year in the finance industry, is already giving serious thought to succession planning.
Kevin Clark was apprehensive about entering the financial planning industry, particularly because of his introverted nature.
Cooke Capital's Haley Tolistsky shares her unique journey into the profession.
Blake Pinyan shares his journey in the financial planning industry.
Peter Stanton, CEO of Advisor Credit Exchange, explains.
Envestnet's Rose Palazzo details how the company helps advisors develop deeper client relationships.
