Financial Planning

Defiance leader breaks down thematic investing as a long-term strategy, and why it matters to next-generation clients.

The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late '90s. Here's how that happy accident changed everything for him and scores of advisors.

Corso's love of economics has kept his passion for financial services burning for three decades, and is matched only by his desire to help advisors help their clients.

When it comes to bringing in fresh talent, wealth management has a PR problem. Here's how the industry can solve it.

Bluerock Capital Markets CEO Jeff Schwaber says advisors looking to diversify with alts allocations in client portfolios may encounter hurdles.

The fintech founder wants to give advisors greater access to one of the simplest asset classes, and one of the most complicated.

When preparing to invest, most clients turn to their advisor and not the Catholic Church. But the veteran financial planner says there's no reason you can't do both.

The fintech veteran wants to help financial planners use their favorite digital tools without compromises or concessions. Here's how he plans to do it.

Between winning awards for her work in the DEI space and educating chief compliance officers, the ComplySci leader keeps a full schedule.

Managing the finances of an elderly loved one isn't easy, and the stakes are high. Here's how fintech and financial advisors can help.

Why understanding what makes people tick is a game changer for wealth managers.

Wood said he saw firsthand how a lack of advisor engagement affected his mother after his father's recent passing. Lumiant aims to fix that problem.

After more than 20 years with one of the biggest firms in the business, the leader of the fast-growing, New york-based RIA said going small was good for the soul.

While trying to solve a financial problem in his personal life, the MaxMyInterest CEO accidentally became a fintech founder

Zephyr 's head of wealth management says now is the perfect time to remind clients why they need you. 

Just months removed from taking the reins of one of the fintech's new business lines, D'Auria joins the FP podcast to talk about what's next for the industry.

How might the metaverse change wealth management? Who knows. But the veteran consultant and digital transformation expert has some big ideas.

The veteran attorney and consultant has tips for advisors on the move.

The chief product officer for Skience talks about the importance of centralized data and why the human touch is the most important part of fintech.

The veteran wealthtech solutions provider talks trends, opportunity and conflict brewing in the DI space.  

Green wants to shake up the world of fixed income investing by blending AI with human know-how.

The market doesn't always play fair. Find out why Spuds Powell is always ready when the going gets tough.

How the financial planner blended personal passions and years of industry experience to find fulfillment.

Ric Edelman continues his crypto crusade with a new book and a warning for advisors unwilling to learn about the asset class.

Kent Manderville has 700 NHL games and a silver medal on his resume. Find out why that made him perfect for a career in wealth management.