Financial Planning

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.