Putting purpose before product in financial planning
Basing financial advice on clients' holistic financial picture, rather than specific needs in isolation, makes for stronger and more sustainable...
Planning
Great wealth transfer drives multi-generational planning
Listen to this article The Blueprint Up to $124 trillion expected to transfer from baby boomers to heirs. Advisers increasingly...
Guided by Science and Values: Michael Kothakota’s Personalized Approach to Financial Planning
As a financial planner who has led his own independent firm since 2008, Michael Kothakota, PhD, CFP® of WolfBridge Wealth...
AI is transforming estate planning into a mainstream financial essential, says wealth.com CEO
Rafael Loureiro tells InvestmentNews that technology is democratizing estate planning. For decades, estate planning has carried a reputation for exclusivity;...
Estate planning vital to a comprehensive financial plan
PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an...
Financial Planning Guide 2025 – Hawaii Business Magazine
Planning for today. Preparing for tomorrow. When it comes to money, most people don’t worry about headlines until they hit...
Affordability, Elder Financial Abuse, and Estate Planning
Takeaways The current affordability crisis is pressuring younger generations to seek early access to older adults’ wealth. This economic...
Legacy planning: insuring wealth lasts for generations
Asia is at the forefront of one of the largest wealth transitions in history. An estimated US$5.8 trillion of wealth...
Cora Victoria: Transforming Lives Through Personalized Financial Planning
Cora Victoria’s journey from nursing to financial services is rooted in a deep understanding of how both health and wealth...
