Cassaday & Company names first female president

Cassaday & Company has named Allison Felix as president, part of the hybrid RIA’s plan to eventually transition her into the chief executive role, says current CEO Steve Cassaday. While he has no immediate plan to step down, Cassaday has been training Felix to take over his role for the last decade, he says. Being […]

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Think Financial Planning Isn't for You? Think Again

Financial planning is something you might think is for people like that annoying Facebook friend who posts about his awesome Silicon Valley job and fabulous vacations on the Cote d’Azur. Or maybe it’s a vague task you imagine getting to someday — after the kids are out of diapers, once the credit cards are paid […]

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Enhanced Financial Planning Today magazine published

The latest edition of Financial Planning Today magazine has been published and is ready to view – with a new enhanced viewing option available from this issue. The latest issue of Financial Planning Today (July-Aug 2018) is now available and includes: • Exclusive Survey: The State of the Financial Planning Profession. Opinions on everything from […]

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Why these advisors fired their clients

No two financial advisors are alike as each develops their own unique approach to helping clients. But, when speaking with advisors, one commonality often arises: the joy they experience when helping others. While there may be a few bad apples out there, the majority of advisors will go to great lengths to help their clients […]

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Thrivent Financial: It's Never Too Late to Start Planning

The Heeg Family Navigate Finances with Expert, Personalized Advice After a lifetime of working, attaining financial independence is a goal for most Americans. A financial planner can help provide security and comfort at any point in a person’s life, regardless of their age or economic status. Whether just starting out in life or trying to […]

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Financial Planning

Jeff Hahn, financial planner, talks about the current state of the market. He discusses stocks vs. bonds, starting an investment account, and what to expect when working with an investor. SC Parker & Company 5892 Main Street Williamsville, NY 14221 SCPARKER.COM SCPARKER.COM 716-632-6800 Securities offered through Cadaret, Grant & Co. Inc., Member FINRA, SIPC, S.C. […]

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When end-of-life planning is suddenly a lot closer than you thought

A devastating medical diagnosis can leave you shocked and terrified, not to mention caught short with your financial plans. div > div.group > p:first-child”> Instead of giving into blind panic, here’s how to start charting your finances. When faced with chronic disease or disability, noted psychiatrist and author Elisabeth Kubler-Ross’ five stages of grief can […]

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Fiduciary Network, pioneering RIA M&A firm, is up for sale

Fiduciary Network, a pioneer in the RIA M&A space, is for sale, Financial Planning has learned. Founded in 2007 by high-profile industry dealmaker Mark Hurley, Fiduciary Network has minority stakes in at least 17 independent firms, including Evensky & Katz Wealth Management, Sand Hill Global Advisors and Pathstone Federal Street. However, Hurley has engaged in […]

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Financial Planning for LGBTQ Couples

By Abby Schultz Updated July 18, 2018 1:06 p.m. ET Estate planning for same-sex couples in the U.S. isn’t any more difficult than for anyone else in the wake of the 2015 Supreme Court decision legalizing marriage equality, but the sweeping change in federal law didn’t solve all the tricky legal and financial issues facing […]

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How this young fintech won advisors over

When the XY Planning Network made available a new reporting and billing tool by young fintech firm Capitect to its advisors earlier this year, over 150 firms started using it within a few months — a relatively high growth ratio for new tech among independent advisors. “We are really excited about the adoption of Capitect […]

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