FEBRUARY 2024: Fintech
By Danielle Andrus
Planners who are testing the waters of AI shouldn’t lose sight of what makes them human.
Assessing Where We Are for a Brighter Future: Three Key Insights from a Women in Wealth Management Study
By Ana Trujillo Limón
Women possess a number of skills vital to success as financial planners.
By Andy Baxley, CFP®, CIMA, MSFP
Scammers have more sophisticated tools that can fool even your savviest clients. Planners need to stay vigilant and be ready to act.
FPA NEXT GENERATION PLANNER
By Mike Byrnes
By Bridger Cummings
Planning a STUDY GROUP? Check out suggested questions and other resources to make your study group a success!
By Chris Heye, Ph.D.
There are clear implications for AI in health and medicine that will affect how planners design financial strategies for their clients.
By Alexi Maravel
Evidence suggests that, while not walking away en masse from the ’40 Act fund, advisers are seeking other ways to put client assets to work.
By Gary Smith and Margaret H. Smith, Ph.D., CFP®
The inflection point for delaying Social Security for a higher benefit might be later in life than is practical for most retirees.
By Sophia Ashebir; Alexa Balmuth; Samantha Brady; Lisa D’Ambrosio, Ph.D.; Adam Felts; and Joseph Coughlin, Ph.D.
Everyone thinks about retirement, but research shows that not enough people are considering how they will afford long-term care and who is going to provide it.
Earn one CFP CE® credit by reading this month's Journal and access past exams for additional credits.
By Danielle Andrus
DOL Fiduciary Rule: A Solution Looking for a Problem
CELEBRATING 50 YEARS OF CFP® CERTIFICATION
IN CASE YOU MISSED IT
By Armahn Hadjian, CFP®, CIMA; Megan McCoy, Ph.D., LMFT, AFC, CFT-I; and Meghaan Lurtz, Ph.D.
Small talk or big reveals can impact the client–planner relationship. Here are some best practices and pitfalls of self-disclosure we have learned from the counseling profession.