Financial Planning

By Financial PlanningBusiness Investing Careers

Financial Planning episodes

May 19, 2021 5 questions for U.S. Rep. John Larson on Social Security
The Connecticut Democrat has introduced comprehensive legislation in each Congress since 2014. What are its prospects in this session?
24 min
May 05, 2021 5 questions for Planning Across the Spectrum founder Andrew Komarow
The LPL and Private Advisor Group financial advisor serves on the Connecticut Autism Advisory Council, and he's an expert in disability planning.
12 min
April 21, 2021 4 questions for client experience expert Charesse Spiller
The founder of advisor consulting service Level Best answered FP's queries about the best and worst practices in wealth management.
12 min
April 07, 2021 4 questions on the scope of gender lens investing
The principal for operations and strategy of an independent research firm explains the range of available products and ESG data.
13 min
March 24, 2021 5 questions about broker cold-calling at Merrill Lynch
After obtaining documents through FOIA requests, FP's Jessica Mathews explains the larger industry implications of one firm's internal investigation.
11 min
March 10, 2021 4 questions for a financial advisor on pandemic practice management
Denika Tokunaga of Maven Wealth Management answered FP's queries about challenges, opportunities and growing during the coronavirus.
13 min
February 26, 2021 3 questions for homeowner education expert Danielle Samalin
Framework Homeownership CEO Danielle Samalin answered FP's queries about advising clients who are buying their first homes.
16 min
February 12, 2021 4 questions for Kestra Financial CEO James Poer
The chief of a major wealth manager and an influential industry advocacy group fielded FP's queries about cryptocurrency, regulation and mutual funds.
9 min
December 28, 2020 Access Denied episode 5: The financial media
Like in the industries its reporters cover, the lack of Black representation in business and financial media has created blind spots. Predominantly white newsrooms often miss stories about systemic racism or fail to reach an audience of more than one demographic. In the wake of this summer's Black Lives Matter protests, there are serious implications for financial services, the reporters covering them — and an emerging group of professionals creating their own media. What can journalists like us learn from these Black voices?
38 min
December 07, 2020 Access Denied episode 4: Allocation and exacerbation
Asset and capital allocations often exacerbate systemic racism across the financial services in some surprising ways. Innovators in the fields of asset management, banking, impact investing and pensions suggest there are also many ways to disrupt the cycle. Shifting the flow of capital could help reduce or eliminate institutional barriers and racial discrimination.
41 min