Financial Planning

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.