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How Are You Incorporating AI Into Your Practice?
AI is everywhere in 2026 — but how is it actually showing up in your day-to-day work? Are you using it for: Client communication drafts? Meeting prep or recap notes? Portfolio analysis? Marketing content? Workflow automation? Research support? Compliance review assistance? 👇 We’d love to hear from you: How are you using AI…
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Uncheck the completed boxes
Hello, I accidently clicked "mark complete" not realizing they would go away. I need to uncheck them as I have not completed those sections yet! Is there a way to uncheck them so they go back to my current plan.
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The S&P 500 Is More Top-Heavy Than Ever—What Advisors Should Know
In 2024, the top 10 companies in the S&P 500 accounted for 37% of the index’s value—a level three standard deviations above the historical average of 21.5%. This level of overconcentration is unprecedented in recent decades and represents a structural shift in market dynamics. Our research at the College for Financial…
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Understanding the Financial Planning Process: A Core Foundation for Every Planner
One of the most essential foundations in financial planning is a thorough understanding of the financial planning process. This process is more than a checklist—it’s a structured, repeatable framework that enables planners to deliver ethical, client-focused, and results-driven advice in a variety of scenarios. At its core,…
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Ask Us Anything!
Curious about the Financial Planning field? 💬 Drop your questions in the comments below! Whether you're just starting out or deep into your journey, we want to hear from you. Throughout the month, our team will be answering select questions in upcoming discussion posts. Let's learn together! ✨