How advisors can reduce estate planning conflicts in 4 steps
Intense Life Desires Whether it’s a reluctance to discuss death or hesitation to ask about inheritance, a lack...
Planning
Brooks Macdonald launches Financial Planning brand
Andrea Montague, CEO of Brooks Macdonald and Michel Holden, CEO of Brooks Financial Wealth manager...
Motivating Clients Of All Ages And Life Stages To Stop Delaying Estate Planning
Even with the right messaging and tools, many clients still delay the estate planning process...
Over 50s say risk appetite is key in retirement planning
Standard Life flag Three-quarters, 76%, of over 50s say that appetite for risk is an...
Scaling Financial Planning With Monday.com As A Project Hub
× Please contact your Firm’s Group Admin IAR CE is only available if your organization...
Finmate AI And PreciseFP Integration Expedites Transfer Of Client Meeting Data To Financial Planning Software (And More Of The Latest In Financial #AdvisorTech – June 2025)
Welcome to the June 2025 issue of the Latest News in Financial #AdvisorTech – where...
Planning our holiday to Mexico
Hope you all had a good weekend! Mrs Scot and I spent the weekend enjoying...
“ReFire” Instead Of ‘Just’ Retire: Planning With Purpose
× Please contact your Firm’s Group Admin IAR CE is only available if your organization...