by Rick Kahler | Sep 13, 2018 | Financial Planning, Investments, Money
Jonathan Clements is a longtime former columnist for the Wall Street Journal, editor of the HumbleDollar blog, and author whose latest book, From Here to Financial Happiness, comes out in September. I’ve long been a fan of his, and I appreciate his list of 41...
by Team WFAN | Jul 12, 2018 | Financial Planning, Life, Wellness
In an interview with MorningStar India, Partha Iyengar talks about why advisers need to be a coach to their clients, life planning, and the new digital financial wellness platform and more. Founder of Accretus Solutions India, Partha Iyengar is one of the earliest...
by Carl Richards | Jun 20, 2018 | Experts, Financial Planning
There are two types of experts in the world: real experts, and fake ones. The real experts are the people who spend many years refining their knowledge and skill set in a particular area and become masters of pattern recognition. But all too often, they end up...
by Rick Kahler | May 9, 2018 | Financial Planning, Parenting
[featured-video-plus] [featured-video-plus width=400] Fiduciary, client-centered financial planning is dynamic, ongoing, and evolving. The collaboration between client and planner is a relationship that often lasts for a client’s’ lifetime. Sometimes that relationship...
by Team WFAN | Apr 2, 2018 | Financial Planning, Millennials, Women
Last year I was invited as a panelist at a CFA conference at Mumbai, India. The theme of the conference was on understanding Millennials. The conference had two themes. The first focused largely on their attitudes, behavior, consumption patterns ,work culture and...
by Rick Kahler | Nov 27, 2017 | Emotions, Financial Planning, Money
Human beings make most of our decisions—including financial ones—emotionally, not logically. Unfortunately, too much of the time, our emotions lead us into financial choices that aren’t good for our financial well-being. This is hardly news to financial planners or...
