Kol Birke: Commonwealth's Empathetic Technologist — The 2016 IA 25
Being able to "unstick" conversations is critical to helping clients make the smartest financial decisions.
Jason Carroll: Succession Planning Pioneer — The 2016 IA 25
“Whether it be strategic acquisition or a retiring advisor," Live Oak's managing director and senior officer for investment advisory lending says, "we do it.”
Being an Advisor, and Friend, to the LGBT Community
Timothy LaPean has created a financial planning firm that allows his LGBT clients to rest assured that he's there to listen and help, not judge.
Fighting Investor Bias Through Portfolio Design
Behavioral finance specialist and Nocturne Capital founder Daniel Crosby is frustrated with the way behavioral finance has been applied to financial planning.
Helping a New Generation of Women Get Control of Their Finances
Planner Patricia Allen uses her "Life by Design" program to talk frankly with her female clients about meshing their financial goals and personal values.
BRIC Funds With Local Managers Don’t Outperform
The study “Emerging Market Active Managers: Skilled or Stubborn?” found that specialization and deep local market insight have little bearing on performance.
Dispelling the Financial Psychobabble Women Tell Themselves
Psychotherapist Ginger Dean uses her blog Girls Just Wanna Have Funds to help women understand the importance of financial independence and proper financial planning.
Increase Client Engagement With SLCT Protocol
SLCT, pronounced “select,” stands for Scribing, Laddering, Checking and Triaging.
Millennial Planner Finds Success With Millennial Clients
Planner Kristen Euretig provides millennials with a nuts-and-bolts yet holistic approach to financial planning that’s designed to get them firmly on their feet.
In a New Asia, No 1997 Replay
Despite the clear opportunities the region offers, many investors and advisors, particularly in the U.S., are still leery of Asia and reluctant to invest there.