Next gen clients have shown themselves to be less focused on tax implications and traditional investment returns, and more keen on making an impact both via their gifting and investing.

Ohio is leading the way in attempting to properly arm advisors for a fight that’s already underway, whether they realize it or not.

Experts say unconventional routes to homeownership exist for those that have the right setup and an openness to creativity.

At this stage of clients’ lives, addressing fears is just as important as their goals.

The Foundation for Financial Planning and the College for Financial Planning presented their Pro Bono Volunteer Training at the virtual eMoney Summit.

The firm’s proprietary Relationship Quality Index combines multiple metrics, based on a 14-question survey, to measure the quality of client relationships.