Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

Financial planning can be a difficult process. Many individual investors are not sure how they should handle their money in order to create prosperity at all stages of their lives. Having a qualified ...

Learn how financial modeling projects future performance and supports strategic planning with essential components like ...

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 ...

A holistic financial plan goes beyond—here’s how to approach it.

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 ...

Discover the advantages of fee-based and fee-only advisory models for transparent, predictable financial planning and how they benefit clients and advisors alike.

That's especially challenging when planners must compete against big firms such as Vanguard and Fidelity, which have the scale to offer investments at lower price points than smaller registered ...

Get Morningstar's essential reading for financial professionals in Advisor Digest. The landscape of the financial advice industry continues to evolve. As more clients seek financial planning over ...

[ 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 ...

Personal financial planning refers to the systematic and dynamic process whereby individuals optimize their financial resources (taking into account various financial risks and future life events) to ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.