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Financial Planning
Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill
Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report. Senate Democrats have reached a general agreement on a bill to address climate change, …
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Business Management
The Feedback Framework: The Critical Importance of Feedback
Think back on your career. If you’re anything like me, you might have a painful memory or two about feedback that was given to you in a less-than-constructive way. …
Podcast
Ryan Detrick: Making Sense of the Markets in Times of Turmoil
Ryan Detrick’s experience with the stock market goes back to 1999, during the dot-com boom – and subsequent bubble burst. “It was really fun, and everybody's making money,” Ryan …
M&A and Succession
3 Questions Financial Advisors Must Answer Before Pursuing M&A Deals
Michael Belluomini, Vice President, Mergers and Acquisitions There has never been a better time for advisor-CEOs to explore growing their business through M&A. Two key trends are fueling opportunities for …
Financial Planning
What Makes the Excell Experience a Different Financial Advisor Conference?
Excell isn’t like every other financial advisor conference. It’s more than an event. It’s an experience centered on community. We’re not content to just fill the conference agenda with …
Podcast
Danielle Andrus: The Inside Scoop at the Journal of Financial Planning
For more than 40 years, the award-winning Journal of Financial Planning has helped financial planners support clients and build their practices. Topics include the latest academic research – such …
Podcast
Kamila Elliott: Diversity Will Build a Stronger Profession
Education is the key to a successful retirement, and Kamila Elliott, CFP®, CEO and founder of Collective Wealth Partners in Atlanta, is on a mission to spread the word …
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Becoming a More Trusted Ally
How BMY Wealth Improved Client Relationships – and Increased AUM – with the New Carson CX
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