Financial Planning

By Financial PlanningBusiness Investing Careers

Financial Planning episodes

October 06, 2021 5 questions for Stifel Independent Advisors CEO Alex David
The former 13-year veteran of Wells Fargo's IBD has ambitious plans for the firm's expansion beyond its traditional market.
18 min
September 22, 2021 4 questions for an RIA in the wake of its M&A succession deal
A pair of financial advisors whose practice merged with Mercer Advisors reflect on how it's changed their day-to-day and share advice for other planners.
16 min
September 08, 2021 4 questions for Wall Street fraud expert Bill Singer
The securities lawyer and former NASD regional attorney explains why cases can be so hard to detect and what the industry can do to help.
20 min
August 25, 2021 5 questions for Martina Navratilova about investing in LGBTQ equality
The board member of LGBTQ Loyalty Holdings and the company CEO discussed a new ETF that uses a four-pronged ESG screen of large cap growth equities.
21 min
August 11, 2021 5 questions about FP's annual tech survey
After a poll of more than 350 financial advisors, Tech Editor Ryan Neal discusses how practices are changing amid the pandemic.
15 min
July 28, 2021 5 questions for divorce planning expert Pam Friedman
The Robertson Stephens financial advisor discussed how marriages and relationships are changing during the coronavirus.

14 min
July 14, 2021 5 questions for Baird financial advisor diversity manager Ashley Price
The expanding employee channel firm aims to support practice recruiting efforts and help usher in the next generation of advisors.
17 min
June 30, 2021 4 questions for broker compensation consultant Andrew Tasnady
Andrew Tasnady shares insights from FP's annual pay survey and how he expects the grids to shift in the future.

14 min
June 16, 2021 4 questions for advisor Hannah Moore on the FPA's Virtual Externship
The organization seeks to expand on the success of its first year offering the internship-style training in its second summer.

13 min
June 02, 2021 4 questions about the BLX Internship for advisor Chloé Moore
Four advisors launched a program for RIAs this summer with industry-changing potential.
10 min