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JANUARY 2019

Cover Story

Blockchain: A Primer for Planners ​

by William Michael Cunningham; Bobby Henebry, CFA; and Hunter Horsley

You keep hearing about blockchain; now learn the basics on how this technology is impacting investing and the financial planning profession.​

WEBINAR

Journal in the Round: AI's Impending Wave and How Planners Can Prepare​

January 30, 2019. 2pm Eastern. ​
The demand for planners to learn how to prepare for AI in financial planning continues to grow as clients’ expectations of services increase and their willingness to pay for asset management decreases. The contributors to the January issue of the Journal of Financial Planning will discuss the anticipated changes, and be ready to answer questions to help planners learn how to adopt phases of leveraging scaled technology now and in the future, preparing practices and clients for the technology shift. It will include an audience Q and A, and be moderated by an FPA volunteer.


Practice Management

How to Prepare for AI in Financial Planning

by Blake Wood
Understand the four phases of artificial intelligence and what it means for you and your clients.


Special Report

2018 Personal Finance Year in Review 

by Barbara O’Neill, Ph.D., CFP®
This eclectic collection of facts and figures on a wide variety of personal finance topics is a comprehensive annual review of personal finance research, events, legislation, trends, and educational resources.​

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