Holistic financial planning

Younger investors are surprisingly eager for financial guidance — even estate planning — from advisors willing to expand their services and worldviews.

A planner needn't be an expert on all things estate planning to strengthen client relationships and expand holistic offerings.

A fiscally savvy population serves planners' self interests while making the world a happier, more prosperous place, Michael Nathanson argues.

Losing your job sets into motion a series of financial twists. Planning ahead can help.

Embracing uncertainty in strong and weak markets alike grounds the client, their portfolio and the practice.

Treating the financial plan as an end product instead of a first chapter can impede portfolio performance and erode trust.

The LearnLux scholarship will be awarded annually and provide recipients with the guidance, resources and tools necessary to pass the CFP exam within 19 months.

The bank is ramping up its consumer business lines, evidenced by the adoption of Joe Duran’s holistic “Money Mind” approach.

University tuition is one of the top planning priorities of financial advisors’ clients, and a new book wants to help guide readers on how to pay for it.

Unnerving as this COVID-19 year has been, the massive shift to virtual business has propelled planners to work even more efficiently with clients.