Advisors can think ahead of time about the common issues that clients face and how to address them; this can take shape in the form of a health care checklist. Along with the obvious financial ...

Financial planning checklist and flowchart provider fpPathfinder is integrating with Wealthbox, a CRM software developer, to provide advisors using both services with financial planning checklists ...

June 26 th of this year will mark the eighth anniversary of the landmark Supreme Court Obergefell v. Hodges decision to legalize same-sex marriage. Financial planning for the LGBTQ community has ...

Merging lives with a new spouse comes with financial implications, no matter how you plan to manage your money as a couple.

Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. As the year draws to a close, many of us use the slower pace of the ...

The end of the year means different things for different people as they come up with resolutions and set their intentions to improve various aspects of their lives. But there’s one thing that everyone ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, and build trust from the start.

TradeTalks broadcasts live from MarketSite in Times Square, the historic Philadelphia Trading Floor and Global Industry Conferences and Events. Featuring conversations with top industry thought ...

Clients who become single when they are over 50 have a number of unique financial planning issues. This situation may arise due to the death of a spouse or a divorce. Women in this age bracket have ...

The end of each year is one of the most important times for investors because there are so many decisions to make that impact their overall financial planning. Amid market volatility, global ...

A structured onboarding process helps advisors gather accurate information and establish clear expectations from the outset. Understanding a client's goals, financial situation, and decision-making ...