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Ian McKenna: Technology and psychologyâ€™s magic formula

My favourite session explored how merging technology and financial psychology can personalise advice and address financial anxiety and stress, thereby improving client satisfaction. ....

United Kingdom General , United Kingdom , United States , Marla Sofer , H Adam Holt , Emily Koochel , Kristy Archuleta , Jp Morgan Chase , University Of Georgia , Institute Of Financial Therapy , Financial Therapy , Deirdre Van Nest ,

Asset-Map® Adds Cheryl Nash to Board of Directors

Asset-Map® Adds Cheryl Nash to Board of Directors
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Seven Financial Strategies for Your Business This Year

It s not too late to start working on these key business goals. ....

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Retiring Soon? Seven Expert Tips to Ensure Your Money Lasts

Drawing up an intentional plan can ease your fears about not having enough. ....

United States , Mario Hernandez , Angela Ruth , John Bodrozic , H Adam Holt , Marguerita Cheng , Justin Donald , Robert Ribciuc , Kiplinger Advisor Collective , Longevity Wealth , Advisor Collective , Blue Ocean Global ,

Six Steps to Take if You've Inherited Money From a Loved One

It’s important to deal with the emotional aspect first before tackling the financial one. ....

Dennis Mcnamara , Susan Bradley , Justin Donald , Marguerita Cheng , John Bodrozic , H Adam Holt , Angela Ruth , Health Advisors , Money Institute , Kiplinger Advisor , Sudden Money Institute , Blue Ocean Global , Advisor Collective ,