How financial planners should approach a client’s life expectancy
The planning time horizon is one of the most critical inputs for financial planners’ projections, and getting it wrong can be ...
CFA vs. CFP: Which one is right for you?
CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...
4 Ways Financial Advisors Can Demonstrate Emotional Intelligence to Clients
Planners who can read nonverbal emotional cues are better able to recognize when a client is anxious and respond with empathy ...
Financial Planning2 天
Developing empathy with pro bono clients, even when it's hard
Advisors who volunteer their time say they are better able to relate to clients when they actively listen, avoid assumptions ...
I’m retiring this year, my husband is disabled and ‘my situation is a bit complex ...
MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...
WealthManagement.com7 天
Financial Planning As a Microcosm of the Family Office Model
Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...
FTAdviser7 小时
‘We are driven by helping the client, that is why we charge fixed fees’
Introducing a monthly subscription service has helped New World Financial Group reach a new generation of clients, according ...
It’s Trump 2.0. What Financial Advisors Are Telling Clients to Do Now.
The president’s actions are generating plenty of headlines. Here’s what financial advisors and their clients think.
Money Marketing9 天
Dynamic Planner launches Financial Personality Insights to improve client understanding
“Advisers are now able to more fully explore client behaviours, thoughts and feelings towards taking financial risk than ever before.” Dynamic Planner supports 45% of UK investment advice ...