In an effort to stay connected with its communities, clients and prospects, these firms developed out-of-the-box solutions to connect, engage, educate and have some fun.
Head of Strategic Initiatives Chris Paulitz calls access to low-cost individualized plans 'the future of health care' for independent advisors.
A new book delves deep into the facts and feelings of paying for college.
While the rules may not have changed, it appears the consequences have—and advisors are feeling more vulnerable than ever.
Shane Mason describes how he and his partner, AJ, intentionally built Brooklyn FI in the style of a tech startup.
The SEC claimed George Blankenbaker raised more than $11 million from investors, while the Justice Department also charged him with wire fraud and money laundering.
The well-known financial literacy guru's controversial comments at a recent virtual conference highlight how the majority-centric baby boomer mindset for financial planning no longer works.
A conversation with Ahmie Baum, founder and CEO, Interchange Capital Partners, about his transition to independence.
