Financial Planning

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.

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.

Lindsey Swanson’s career as a CFP was on the traditional path until her desire to help the underserved took her from retirement plans to porn stars.

Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.