Financial Planning

Dr. Lou Gritzo , Chief Science Officer at FM, explains why there are more frequent and severe storms, flooding, wildfires and other weather-related events.

Dr. Lou Gritzo , Chief Science Officer at FM, explains why there are more frequent and severe storms, flooding, wildfires and other weather-related events.

The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.

The RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors. 

The veteran wealth management duo wants to close the gap between what the advice industry is , and what it has the potential to become.

Christopher Knapp of Robertson Stephens joins the Financial Planning Podcast this week to help financial advisors cut through the noise and tackle ESG investing like a pro.

The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households , international filmmaking and how the profession changed both of their lives. 

From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.

The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.

As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms who create tools for planners.

The industry veteran breaks down the missteps firms make in the pursuit of growth, and how to maintain momentum in an unpredictable environment.

The 20-year industry veteran breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase "T" in his firm's name is so important.

The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve.

Financial Planner Thomas Pontius of Kayne Anderson Rudnick joins the FP Podcast to discuss what makes charitable giving attractive to clients, and the business benefits that double as food for the soul.

The veteran fintech expert goes deep on everything from tech spending to the Schwab-TD Ameritrade Merger on this week's FP Pod.

The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.

The veteran advisor who moved his niche firm from Florida to France is helping U.S. expats navigate their increasingly complex financial lives.

The co-author of the Robo Report explains why digital DIY options really shine when human advisors are part of the equation.

The featured INVEST 2023 speaker breaks down the science behind our saving struggles, and details the important role advisors play in bridging the gap with the next generation.

Veteran advisor Ken Van Leeuwen said by opening up and sharing his own story, he has been able to help his charitably inclined clients make an impact in a way that is true to them.

Inspired by two lessons his mother taught him when he was a child, this week's FP Podcast guest has a passion for giving and helping others give that runs deep.

With trillions of dollars just sitting in accounts and earning nothing for clients, the industry veteran said cash presents a significant business opportunity for advisors.

  The advisor, firm founder and fintech CEO puts acting with a true sense of purpose at the heart of both his life philosophy and his business philosophy. To make the industry better, he encourages fellow advisors to do the same.

The second generation financial advisor turned fintech founder wants to help advisors get more personal with their clients.

Hecker wants to craft wealthtech so seamless that clients forget they're staring at a screen and feel like they're truly connected to their advisor.