When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

Apologies for the cliché, but this quote 100% describes how my partner and I got the idea to start a fintech company to allow advisors to easily and compliantly charge their clients for financial ...

The advisors who thrive in the next decade will be the ones who treat this evolution not as a trend but as a mindset. One ...

A larger percentage of advisor practices than ever are using models, but there is much work to be done for wide adoption to take hold. That was among the findings presented during a recent webinar by ...

The new feature analyzes client documents to create personalized tax strategies and interactive scenario modeling for ...

Even the most technically flawless financial plan can fail—because markets aren’t the real wildcard. Behavior is. As growth ...

Working at an asset management firm, a Fortune 100 bank and a wealth management firm before launching my registered investment advisor firm in 2008 gave me a front-row seat to the family office ...

SB Pensions, founded by California-licensed Life & Disability Insurance Analyst Stephen Grossman, has formally ...

[ Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do for their clients and how they want to be perceived ...

What if you could build a professional-grade financial model in minutes, not hours? Imagine walking into a high-stakes meeting armed with a dynamic tool that not only crunches numbers but also adapts ...

Think strategically and stress-test your financial models when making decisions to expand your franchise. In one of my previous roles, I had the opportunity to be involved with a company that was a ...

Default assumptions based on nonexistent children can lead to overaccumulation and unnecessarily delayed retirement.