-
But knowledge of HELOCs and HECMs is higher among Gen Z and millennials than boomers.
July 26 -
There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health? So how can the financial planning industry innovate health and wealth management in the post pandemic era? Join Tobias Salinger, Chief Correspondent at Financial Planning as we explore these issues with Maria Elena Lagomasino, CEO & Managing Partner of We Family Offices and Carolyn McClanahan, Founder of Life Planning Partners.
-
The wealth management business is undergoing considerable transformation. The pandemic has created a new breed of investors, with distinct expectations and tastes formed by new technology and having lived through the financial crisis. This has resulted in new industry standards in terms of how advice and investment products are given. Join Tobias Salinger, Chief Correspondent at Financial Planning as he explores the state of the industry and the trends that will impact wealth management with Erinn Ford, Executive Vice President of Advisor Engagement at Advisor Group and Debra Shannon, Chief Compliance Officer and Co-Founder of Veritas Independent Partners.
-
Financial advisors have a variety of objectives in working with their investment-planning clients. But when all is said and done, clients are usually mainly interested in a successful road map to growing and protecting their wealth to and through retirement. Risk management is a crucial part of that plan and how wealth managers can bring value to clients. In this session Michael Moriarty, Chief Investment of Wealthspire and Rick Bookstaber, Founder & Head of Risk of Fabric will discuss how investors and markets are changing and how advisors can position themselves to excel in this new landscape.
-
Women in the United States have a lot in common when it comes to managing their money. They prioritize financial stability and nearly half equate negative emotions with financial planning - far more than men. Join Financial Planning’s Lynnley Browning and Jennifer Barrett, Acorns’ Chief Education Officer as they discuss and explore how financial institutions can better engage with women and help them create a new model of wealth.
-
Nationwide lockdowns forced banks to close brick and mortar outlets and rely heavily on drive up windows, mobile and online access. BBVA has proven that even in the middle of crisis and chaos, retail still fits into the banks overall strategy.
-
Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.
June 25 -
Earlier versions of the bill would have caused bigger changes in how Americans finance home purchases, higher education and retirement. Still, the final legislation will have important effects on borrowing and saving decisions.
December 21 -
The bank says it will push the rest of the industry to follow its lead and step up lobbying for policies that increase minority homeownership.
February 28