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Cover Story

Blaze Your Own Trail: NexGen Planners: You Can Create the Business You Want

by Eric Roberge, CFP®
These lessons learned will help inspire, motivate, and guide you to your own goals as a NexGen planner.


Journal in the Round: 12 Career Paths in Financial Planning

October 30, 2019.  2pm Eastern. ​
Our panel will focus on the next generation financial planner and how the growth of the profession has created an incredible tailwind for placement of graduates. Moderator Hannah Moore and panelists Craig Lemione, director of financial planning at the University of Illinois; Luke Dean, financial planning program director at Utah Valley University; and Nathan Harness, director of financial planning at Texas A&M University will discuss how students and sometimes even the instructors in their programs have a hard time distinguishing the different expectations, cultures and pressure new hires face across the varied career paths. 

Practice Management

Lay the Foundation for the Next Generation of Ownership 

by Christine Sjölin
How to craft internships, retain staff, and create an ownership path for young talent.

White Paper​

by P. Kemp Fain, Jr., CFP®


The Sentimental Savings Study: Using Financial Psychology to Increase Personal Savings

by Bradley T. Klontz, Psy.D., CFP®; Faith Zabek; Colby D. Taylor, Ph.D.; Alexander Bivens Ph.D.; Edward Horwitz, Ph.D., CFP®, FBS®, ChFC®, CLU®, CSA; Paul T. Klontz, Ph.D.; Derek T. Tharp, Ph.D., CFP®, CLU®; and Meghaan Lurtz, Ph.D.
A double-blind, randomized experiment shows that employing financial psychology can increase clients’ readiness to save and financial satisfaction.​


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