Financial Planning

Dr. Lou Gritzo, Chief Science Officer at FM, explains why there are more frequent and severe storms, flooding, wildfires and other weather-related events.

The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.

The RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors. 

The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.

Christopher Knapp of Robertson Stephens joins the Financial Planning Podcast this week to help financial advisors cut through the noise and tackle ESG investing like a pro.

The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households, international filmmaking and how the profession changed both of their lives. 

From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.

The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.

As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms who create tools for planners.

The industry veteran breaks down the missteps firms make in the pursuit of growth, and how to maintain momentum in an unpredictable environment.

The 20-year industry veteran breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase “T” in his firm's name is so important.

The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve.

The veteran fintech expert goes deep on everything from tech spending to the Schwab-TD Ameritrade Merger on this week's FP Pod.

The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.

The veteran advisor who moved his niche firm from Florida to France is helping U.S. expats navigate their increasingly complex financial lives.

The co-author of the Robo Report explains why digital DIY options really shine when human advisors are part of the equation.

The featured INVEST 2023 speaker breaks down the science behind our saving struggles, and details the important role advisors play in bridging the gap with the next generation.

Veteran advisor Ken Van Leeuwen said by opening up and sharing his own story, he has been able to help his charitably inclined clients make an impact in a way that is true to them.

Inspired by two lessons his mother taught him when he was a child, this week's FP Podcast guest has a passion for giving and helping others give that runs deep.

Financial Planner Thomas Pontius of Kayne Anderson Rudnick joins the FP Podcast to discuss what makes charitable giving attractive to clients, and the business benefits that double as food for the soul.

With trillions of dollars just sitting in accounts and earning nothing for clients, the industry veteran said cash presents a significant business opportunity for advisors.

  The advisor, firm founder and fintech CEO puts acting with a true sense of purpose at the heart of both his life philosophy and his business philosophy. To make the industry better, he encourages fellow advisors to do the same.

The second generation financial advisor turned fintech founder wants to help advisors get more personal with their clients.

Hecker wants to craft wealthtech so seamless that clients forget they're staring at a screen and feel like they're truly connected to their advisor.

Defiance leader breaks down thematic investing as a long-term strategy, and why it matters to next-generation clients.

The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late ‘90s. Here's how that happy accident changed everything for him and scores of advisors.

Corso's love of economics has kept his passion for financial services burning for three decades, and is matched only by his desire to help advisors help their clients.

When it comes to bringing in fresh talent, wealth management has a PR problem. Here's how the industry can solve it.

Bluerock Capital Markets CEO Jeff Schwaber says advisors looking to diversify with alts allocations in client portfolios may encounter hurdles.

The fintech founder wants to give advisors greater access to one of the simplest asset classes, and one of the most complicated.

When preparing to invest, most clients turn to their advisor and not the Catholic Church. But the veteran financial planner says there's no reason you can't do both.

The fintech veteran wants to help financial planners use their favorite digital tools without compromises or concessions. Here's how he plans to do it.

Between winning awards for her work in the DEI space and educating chief compliance officers, the ComplySci leader keeps a full schedule.

Managing the finances of an elderly loved one isn't easy, and the stakes are high. Here's how fintech and financial advisors can help.

Why understanding what makes people tick is a game changer for wealth managers.

Wood said he saw firsthand how a lack of advisor engagement affected his mother after his father's recent passing. Lumiant aims to fix that problem.

After more than 20 years with one of the biggest firms in the business, the leader of the fast-growing, New york-based RIA said going small was good for the soul.

While trying to solve a financial problem in his personal life, the MaxMyInterest CEO accidentally became a fintech founder

Zephyr's head of wealth management says now is the perfect time to remind clients why they need you. 

Just months removed from taking the reins of one of the fintech's new business lines, D'Auria joins the FP podcast to talk about what's next for the industry.

How might the metaverse change wealth management? Who knows. But the veteran consultant and digital transformation expert has some big ideas.

The veteran attorney and consultant has tips for advisors on the move.

The chief product officer for Skience talks about the importance of centralized data and why the human touch is the most important part of fintech.

The veteran wealthtech solutions provider talks trends, opportunity and conflict brewing in the DI space.  

Green wants to shake up the world of fixed income investing by blending AI with human know-how.

The market doesn't always play fair. Find out why Spuds Powell is always ready when the going gets tough.

How the financial planner blended personal passions and years of industry experience to find fulfillment.

Ric Edelman continues his crypto crusade with a new book and a warning for advisors unwilling to learn about the asset class.

Kent Manderville has 700 NHL games and a silver medal on his resume. Find out why that made him perfect for a career in wealth management.

Lindsey Swanson's career as a CFP was on the traditional path until her desire to help the underserved took her from retirement plans to porn stars.

Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.