Matthew Boersen

CFP

Matthew Boersen is a CFP at Straight Path Wealth Management, an RIA with two offices outside Grand Rapids, Michigan. Follow him on Twitter at @mboersen.

Selfie

The struggle to attract clients when you're in your 20s

Planner Matthew Boersen used youth to his advantage in appealing to older clients.

By Matthew Boersen

February 23

TRENDING

Wealth management

Merrill leaps back into recruiting with $3.5B team from JPMorgan

An industry recruiter said the Bank of America subsidiary has become almost "unhinged" with the amount of money it's willing to offer advisors it's recruiting.

By Dan Shaw

2h ago
Tax

New CPA exam section on financial planning links tax and wealth

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.

By Tobias Salinger

3h ago
Industry News

Goldman Sachs, Morgan Stanley, Citigroup: How they're deploying tech and what it costs

During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.

By Rachel Witkowski

April 18