Insights Business Management

Occam’s razor is a principle often ascribed to logician and Franciscan friar William of Ockham. Essentially, it states that in most cases, the simplest option is usually the right option. And Leonardo da Vinci has been quoted as saying, “Simplification is the ultimate sophistication.” So, two of the most brilliant people to ever live on …

Artificial intelligence is revolutionizing financial advisory. How will AI impact investors’ portfolios?   This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, speak with Peter Lazaroff, Chief Investment Officer at Plancorp, LLC, about the impact of AI on financial planning, and the importance of diversification in investment portfolios.    …

Famed Italian artist Michelangelo said, “The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it.” If you’re reading this, you’re likely in one of three categories: You love goal setting, and you’re constantly searching for new …

In her more than two decades in the financial services industry, Clara Sierra hasn’t had many sponsors. “I’ve had many, many, many mentors,” said Sierra, who is a senior director at Moody’s Analytics. “But I would say I have only had two sponsors.” As a woman and as an Afro-Latina, sponsors are few and far …

Welcome back to another episode of Framework! This week, our focus is on empowering women in the financial industry with mentorship and community. Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, speak with Bridget Grimes, Co-Founder of Equita Financial Network, about her career journey in launching her practice, Wealth Choice. …

We’re finishing our Home Equity 5-part series with one of the most important conversations – multigenerational conversations about home equity. They are crucial for retirement planning, so let’s talk about them. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, …

How can financial advisors leverage home equity and reverse mortgages in financial planning? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, and Steve Resch, Vice President of Retirement Strategies at Finance of …

  It’s time to get the education out there about reverse mortgages. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, to interview Dr. Barry Sacks, J.D., Ph.D., Principal at Law Office …

How can reverse mortgages enhance retirement income planning? Today we take a deeper dive into the potential of home equity with reverse mortgages. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, …

Welcome to the first of a 5-part series on Framework to provide some color around home equity and retirement income planning. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, and Shelley Giordano, …

This year marked our second State of Women in Wealth Management study. While we initially wanted to do a benchmarking study to track the sentiment of women in wealth management, recruitment and barriers, this year we decided to explore more aspects of the persistent problem of the underrepresentation of women in our industry. We know …