As Generation X nears retirement age, and Generations Y and X near their peak earning years, financial advisors are beginning to face a generational shift in their serviceable market. Each generation ...

Corporate planning is difficult in the best of times, let alone in the middle of a global health crisis. The coronavirus pandemic has made strategic planning harder because of economic upheaval, ...

The days of a financial advisor presenting a client with a pre-made financial plan on paper are at an end. Clients today prefer to be engaged in the planning process and to influence the development ...

When it comes to bringing value to an account, the importance of listening can’t be underestimated. “It’s critical to begin every client relationship with a focus on the client’s business versus ...

Microsoft is looking into collaborative event-planning next, as it releases "Who's In," an app for iMessage that does exactly that. It also marks the company's expanded presence on iOS and, by ...

For the last few years in China, several urban planning issues have become public concerns with debates arising on the Internet. As the power of the Internet media continues to rise, the grassroots in ...

The six-county Central Coast K-16 Education Collaborative has been awarded a $250,000 planning grant through California’s Community Economic Resilience Fund (CERF) to streamline equitable pathways ...