In 2025 and beyond, the need to embrace the psychological and interpersonal components to financial planning will be critical to meeting the needs of future generations." Rob Burgess.

To learn more about how Jump can benefit your firm and explore RightCapital’s comprehensive financial planning solutions, visit jumpapp.com and rightcapital.com. About Jump.

Stephen Maggard, a financial advisor with Abacus Planning Group in Columbia, South Carolina, was an Army officer who transitioned to financial planning in 2019 after taking some CFP classes. They ...

This trust then creates higher loyalty, ultimately leading to high overall satisfaction (Source: eMoney and Financial Planning Association, The Transformative Power of Technology on Client ...

How Open Banking Cuts Through The Noise. Consumers are using open banking services in their everyday lives through expense trackers, mortgage applications and financial planning apps.

Good financial planning starts from the inside out. It addresses your underlying beliefs, feelings and unconscious thoughts about money, ...

One favorite software program for financial planning and analysis, especially for startups and new businesses, is LivePlan. I love LivePlan as it makes all the essential first steps for a business ...

Wealth managers can create financial plans that encompass estate planning, investment strategies, property, retirement, divorce and more. Some wealth managers require you to have a minimum amount ...

A new study led by Joe Gladstone, assistant professor of marketing in the Leeds School of Business, found that people who plan for their future financial needs are less likely to die prematurely than ...

The financial advisory landscape is experiencing a seismic transformation where adaptation is no longer optional — it’s essential for relevance. As America’s population continues to age ...