Financial adviser or life coach? The growing hunger for advice on retirement’s ‘softer side’
Scott Armstrong, chief executive of consulting company Mind Switch, agrees. A coach who helps individuals prepare for ...
Stock-market uncertainty can trigger panic selling. Here's a better option.
Most people operate better in a predictable, stable environment than a chaotic, uncertain one. When uncertainty reigns, people get anxious. Safe assumptions about where to park your money no longer ...
Panic selling tends to follow uncertainty. Here's how to make smarter moves.
Most people operate better in a predictable, stable environment than a chaotic, uncertain one. When uncertainty reigns, people get anxious. Safe assumptions about where to park your money no longer ...
I’ve Been a Retirement Planner for 17 Years—Here Are the 18 Biggest Mistakes Most People Make
As a certified financial planner, a huge part of my job is helping people plan for their futures by giving them actionable ...
She’s retired at 76 in Coeur d’Alene, Idaho, with a pension and $1.3M. Here’s what financial advisers say she’s doing right — and what to worry about
Coeur d’Alene, Idaho To find an adviser, you can use this free tool from our partner SmartAsset that can match you to a ...
Financial Planning8h
How to build lasting client relationships in wealth management
From podcasts to technology, advisors are turning to modern offerings for help building new relationships with clients and ...
U.K. Equity ETFs: What They Are and What You Need to Know
Investing in the United Kingdom can be a way to diversify geographically. Using U.K. equity ETFs is potentially a simpler way to gain broad exposure to this market.
GlobalData on MSN16h
KPMG and XLRI launch applied business finance programme
This initiative aims to provide finance professionals with essential skills and knowledge to excel in various finance-related ...
Business Day22h
IWD 2025: Meet 8 women shaping Nigeria’s Conglomerate Industry
From banking to manufacturing, oil and gas, investment, and FMCG, these eight powerhouses are steering some of Nigeria’s ...
Financial Planning7h
We reviewed 5 years of regional 40 under 40. Here's what we learned
Looking back at the past five years of Financial Planning's regional 40 under 40 list offers insights on advisor success — ...
Accounting Today11hOpinion
Financial empathy for CPAs isn't an oxymoron
Deep in the heart of busy season, you may not be feeling much empathy for clients who have been procrastinating and are so ...
Harvard Business Review15h
How an AI Platform Can Help Finance Leaders Drive Strategy and Growth by Managing Regulatory Compliance
The best AI-native platforms have compliance embedded and can reduce regulatory risks while increasing efficiency by ...