When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

SB Pensions, founded by California-licensed Life & Disability Insurance Analyst Stephen Grossman, has formally ...

Apologies for the cliché, but this quote 100% describes how my partner and I got the idea to start a fintech company to allow advisors to easily and compliantly charge their clients for financial ...

[ Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do for their clients and how they want to be perceived ...

Working at an asset management firm, a Fortune 100 bank and a wealth management firm before launching my registered investment advisor firm in 2008 gave me a front-row seat to the family office ...

A larger percentage of advisor practices than ever are using models, but there is much work to be done for wide adoption to take hold. That was among the findings presented during a recent webinar by ...

When we first launched the XY Planning Network in 2014, our vision was to expand access to financial planning for Gen X and Gen Y clients by championing a new financial advisor business model: getting ...

The advisors who thrive in the next decade will be the ones who treat this evolution not as a trend but as a mindset. One ...

The Financial Planning Association has introduced a new framework that aims to define and support the behavioral skills financial planners need to build relationships, lead teams, and grow their ...

Accurate valuations are paramount in financial analysis, influencing corporate strategies, as well as investment decisions and market perceptions. Among various valuation methods, the discounted cash ...