Apologies for the cliché, but this quote 100% describes how my partner and I got the idea to start a fintech company to allow advisors to easily and compliantly charge their clients for financial ...
Working at an asset management firm, a Fortune 100 bank and a wealth management firm before launching my registered investment advisor firm in 2008 gave me a front-row seat to the family office ...
As advisory firms grow beyond the founder‑led phase, many enter a quiet crisis as they discover that a one‑size‑fits‑all ...
Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...
[ Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do for their clients and how they want to be perceived ...
Personal financial planning refers to the systematic and dynamic process whereby individuals optimize their financial resources (taking into account various financial risks and future life events) to ...
The financial section of your business plan might be intimidating to tackle, especially if you are a new business owner with little to zero financial history recorded. But it is arguably the most ...
Flat‑fee financial advisors offer transparent pricing and predictable costs.
What if you could build a professional-grade financial model in minutes, not hours? Imagine walking into a high-stakes meeting armed with a dynamic tool that not only crunches numbers but also adapts ...
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Marquis Who's Who Honors Shawn Martin Perkins, CFP(R), AWMA(R), for Expertise in Financial Planning
UNIONDALE, NY / ACCESS Newswire / January 6, 2026 / Marquis Who's Who honorsShawn Martin Perkins , CFP®, AWMA®, for his ...
Plumvo, a consumer-facing financial-planning software provider that also catered to financial advisers, announced to its users via email that it will be calling it quits Sept. 15, leaving industry ...
The success of a startup often hinges on meticulous financial planning and management. For many entrepreneurs, this can be a source of stress and an overwhelming part of their journey. However, it's ...
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