“Matt is an accomplished psychologist and financial planner with an exceptional background in designing and developing curriculums in CFP® certification education,” said CFP Board CEO Kevin R. Keller, CAE. “With his focus on the interplay of personal finance and psychology, Matt has already helped train more than 10,000 advisors. In […]
Planning
Terrible Money Advice That Everyone Gives Women Planning a Wedding
When you buy through our links, Insider may earn an affiliate commission. Learn more. Loading Something is loading. So you’re getting married — congratulations! Weddings are a time to celebrate, and bring together friends and family. However, they can often be an extravagant, expensive affair: The average cost of a […]
Raymond James Launches “Practice Exchange,” a Robust and Holistic Succession Planning Platform for Financial Advisors
ST. PETERSBURG, Fla., Oct. 11, 2021 (GLOBE NEWSWIRE) — Building on its industry-leading succession and acquisition planning support for financial advisors, Raymond James has launched “Practice Exchange,” a robust and holistic succession planning platform for Raymond James advisors, according to Robert Goff, vice president, Succession & Acquisition Planning at Raymond […]
The Evolution of the CFO Role: Why Accounting and Financial Planning & Analysis Are No Longer Enough
Over the past decade, there has been an unmistakable evolution in the role of the CFO, a shift that has only intensified with the adoption of new data-centric business technologies and practices. In the past, organizations searching for a new CFO typically had a choice to make. Did they want […]
Hispanics Feel More Motivated When It Comes to Financial Planning, Says New Lincoln Financial Study | News
RADNOR, Pa.–(BUSINESS WIRE)–Sep 28, 2021– New research from Lincoln Financial Group (NYSE: LNC) shows Hispanics are the most likely demographic (26%) to say they feel “motivated” when thinking about financial planning in the current environment. According to the company’s monthly Consumer Sentiment Tracker, the Hispanic population is also well-intentioned when […]