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.
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®.
What Does the Journal of Financial Planning Mean to You?
by Sean Lawlor
Getting to where software innovation meets human expectations means scaling your technology stack to meet client demand.
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.
by William Reichenstein, Ph.D., CFA; and William Meyer
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.
by Barbara Kay, MA, LPC, RCC
There are over 3000 assessments. How do you find the best ones? Discover the top tools and what you’re really getting in the others.