Journal of Financial Planning: June 2025 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: June 2025 June 2025 More from this issue What Your Clients Need to Know About the Insurance Crisis Déjà Vu By Van Carlson June 2025 Strengthening Adviser–Academic Connections: Making Financial Planning Research Accessible and Actionable By Khurram Naveed, CFA, CFP®; Donovan Sanchez, CFP®; Megan McCoy, Ph.D., LMFT, AFC, CFT-I; and Blake Gray, Ph.D., CFP® June 2025 Unlock the Power of Generative AI: Better Marketing and Deeper Client Relationships for Advisers By Sarah Howes June 2025 Related Events 2026 FPA Puget Sound Symposium Thu, Apr 16, 2026 Seattle Summit Convention Center
Strengthening Adviser–Academic Connections: Making Financial Planning Research Accessible and Actionable By Khurram Naveed, CFA, CFP®; Donovan Sanchez, CFP®; Megan McCoy, Ph.D., LMFT, AFC, CFT-I; and Blake Gray, Ph.D., CFP® June 2025
Unlock the Power of Generative AI: Better Marketing and Deeper Client Relationships for Advisers By Sarah Howes June 2025