Dr Joshua Wilson explores how behavioral finance and neuroscience shape client decisions before prospects take meetings ...

Lynnley Browning (00:09): Hi, everyone. Thanks for joining us. I'm Lynnley Browning, managing editor at Financial Planning magazine, and here with me is Brian Portnoy, the co-founder of Shaping Wealth ...

The College for Financial Planning, the Kaplan-owned education and licensing company that created the Certified Financial Planner designation and others, announced a new one on Monday intended to ...

You wouldn't start a client relationship by asking how much money they have, so why start planning that way? The most effective financial plans aren't built around numbers alone. They're built around ...