Holistic financial planning

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.