Holistic financial planning

The LearnLux scholarship will be awarded annually and provide recipients with the guidance, resources and tools necessary to pass the CFP exam within 19 months.

The bank is ramping up its consumer business lines, evidenced by the adoption of Joe Duran’s holistic “Money Mind” approach.

University tuition is one of the top planning priorities of financial advisors’ clients, and a new book wants to help guide readers on how to pay for it.

Unnerving as this COVID-19 year has been, the massive shift to virtual business has propelled planners to work even more efficiently with clients.

Opening up about your personal circumstances forms a bond that can only benefit your planning practice.

Too many advisors push clients “to do things, rather than listening and empathizing and inspiring them,” says the founder of the Kinder Institute for Life Planning.

In volatile markets, client education and constant communication are ke

Stunned by the cost of in vitro fertilization, this advisor quickly learns the importance of HSAs.

Their answers to these queries reveal unconscious beliefs that undermine their planning — and yours.

An advisor finds himself thrust into a role he did not anticipate when his married clients die unexpectedly, leaving two sons who need advice and support.

Clients “want to participate, they want to co-create,” In|Vest conference attendees are told.

The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.

As robos take over investment management tasks and younger clients demand more services, advisors need to reimagine what they offer.

Younger investors tend to have limited assets, but that doesn’t mean their advice needs are simple.

Clients who want to retire in their 30s or 40s will need a lot of hand-holding.

Can’t stop, won’t stop. That’s the mantra of some boomers who have no interest in retirement.

There are some surprising similarities between the manufacturing industry and a planning career. Here's what you need to know before you start either one.

An NBA veteran opens a nonprofit RIA to help young athletes manage their sudden wealth.

Dave Grant thought he’d seen it all as an advisor. Then an investment review meeting turned deadly serious.

This interactive tool challenges conventional wisdom about planning for retirement and offers a smart and streamlined way to plan for your future.