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FEBRUARY 2020

Cover Story

What’s in Your Tech Stack?

compiled by Ana Trujillo Limón and Carly Schulaka
Financial planners get honest about the software and tech tools they use, the apps they recommend to clients, and the technology they wish they had.​

JOIN THE DISCUSSION: Discuss this article with fellow FPA Members through FPA's Knowledge Circles​​​​. ​​​


WEBINAR

Journal in the Round: Finding the Dream FinTech Stack​​

February 26, 2020.  2pm Eastern. ​​
Join our panel of tech savvy financial planners and fintech experts from FPA’s FinTech Advisory Group as they discuss how the fintech space is exploding with possibilities for planners and their clients.  Panelists: Charesse Hagan, Chris Heye, Ph.D. and Shane Morrow, CFP®, CIMA, CAIA®. This lively, online and interactive roundtable conversation will be moderated by FPA host Terry Bradford-Crane, MBA, CFP®.​


VIDEO: 

What Does the Journal of Financial Planning Mean to You?




Practice Management

3 Steps for Building a Tech Stack to Deliver Financial Wellness​

by Sean Lawlor
Getting to where software innovation meets human expectations means scaling your technology stack to meet client demand.

Practice Management Blog​

The FPA Practice Management Blog, powered by the Journal of Financial Planning, updates financial planners weekly with relevant practice management content in areas ranging from marketing to operations.​


Research

This study demonstrates why higher-income clients should consider making Roth conversions before RMDs begin and before higher tax rates are scheduled to return in 2026.

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Assessments for “Ah Ha” and More​

by Barbara Kay, MA, LPC, RCC
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