2024 Policygenius Financial Planning Survey
New Policygenius survey shows younger Americans are also more likely to try viral "hacks" and turn to social media for financial advice
HomeSearch
Financial Planning
Advantages of Financial Planning for Organizations
Planning is necessary for efficient financial management. How should an organization plan its financial resources to achieve its objectives?
Moneytree Software Integrates Riskalyze in Financial Planning suite
Two leading financial technology firms partner to offer more advisory firms access to risk analytics
Financial Advisors Accelerate Shift to Holistic Financial Planning
Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today released results from a survey of over 300 financial advisors, revealing that financial advisors are accelerating the transition of their business models to offer more holistic financial wellness services. Fifty-one percent of surveyed advisors stated that there will be an increased focus on holistic financial planning within their practices moving forward. Younger advisors (under 40) are four times more likely than older advisors (over 55) to believe...
Women Focus on Short-Term Financial Planning, But Fewer than Half are Requesting a Pay Raise
Third-annual study by Laurel Road examining financial literacy shows women lack financial confidence, despite having similar knowledge as men
Center for Financial Planning, Inc. Announces Two Advisors on Forbes Best-in-State Wealth Advisors 2020
Detroit-area wealth management firm boasts multi-year winners, celebrates 35 years of financial advisory service
Ortec Finance Launches Goal-based Financial Planning Solution on Salesforce AppExchange
Today Ortec Finance, a market-leading provider of quantitative modeling software for the global wealth management sector, has launched its goal-based financial planning software – OPAL — on Salesforce AppExchange, the world’s leading enterprise cloud marketplace. With this solution, Ortec Finance will deliver institutional-grade wealth management capabilities and assisted robo-advice in wealth planning with involvement of a relationship manager. OPAL integrates with Salesforce Sales Cloud and Financial Services Cloud (FSC), providing relationship managers not just a...
Sequoia Financial Group Acquires Family Asset Management
Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $21.5 billion in assets under management as of Sept. 30, 2024, and Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm, today announced that Sequoia Financial has acquired FAM. Financial terms were not disclosed. Founded in 2004, FAM is an SEC-registered investment advisor with more than $300 million in assets under management as of Sept. 30, 2024. FAM provides financial planning and investment management services to high net worth...
Waverly Advisors Acquires Mueller Financial Solutions
Waverly acquires its second RIA in Colorado
Mission Wealth Announces Merger with JLFranklin Wealth Planning
Mission Wealth Management, LP announced a merger with JLFranklin Wealth Planning, a premier financial advisory firm founded by Joyce L. Franklin with over $235 million in assets under management. This merger marks the third partnership for Mission Wealth in 2024 and further solidifies its presence in the San Francisco Bay Area. Mission Wealth is thrilled to add Joyce as the firm’s 39th equity partner, welcoming her extensive experience and passion for client service. JLFranklin Wealth Planning was founded in 1999...