Savant Capital Enters Online Planning Space
Does online advice present a competitive threat for advisors or a competitive edge? Savant Capital Management is betting on the latter.
Forget Freud: Women Know What They Want
At FPA Retreat 2013, Heather Ettinger provides the facts on women, and suggests how the majority of advisors’ potential clients want to be treated after a divorce or death of a spouse.
Futurist Lowell Catlett Closes FPA Retreat With Laughs
Catlett claims the price of eating and owning a home has never been lower.
Baby Boomers Best ‘in History’ at Retirement Saving: Michael Finke
We’re in a retirement crisis, but it’s a “bit overblown.”
TDAI’s Healy: Engage in Demographic Stereotypes at Your Peril
Gen X and Y will grow their wealth from $2 trillion to $28 trillion in the next eight years, Healy argued.
CFP Board’s CE Plan Rattles FPA Retreat Attendees
The CFP Board, which is currently tasked with setting the standards and regulating CFP CE providers, would become a provider itself if the plan were approved.
Kitces and Winterberg Describe the Future of Financial Planning
At FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near future—now?—planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.
How to Protect Clients From Strippers and Cabana Boys
Speaking at FPA Retreat 2013, attorneys Basel and Grace Jamra focuses on advisors' role in client pre-nups and post-nups in a divorce-happy age.
‘Retirement Planning’ Is Old and Outdated: Elizabeth Jetton
At the FPA Retreat, a rapid-fire delivery of all the change that is here and will be coming, and how advisors should react.
How Does a Planner's Brain React to Change? Judith Glaser Tells the Tale
People experience change differently when they have healthy conversations about change, says expert.