Conquest Planning Raises $80M in Series B for AI-Powered Financial Platform

Conquest Planning, the artificial intelligence-powered, Canada-based, financial planning platform founded by Mark Evans (creator of Naviplan)…

5 lessons for retirement planning with transgender clients

Retirement planning with clients is never simply about the numbers, advisors say. That’s equally the case…

AI Assistant ‘Steijn’ Revolutionizes Meal Planning in the Netherlands

Zach Anderson Jun 16, 2025 06:34 Steijn, an AI assistant, is transforming…

Big Brands, Culture, Succession Planning Debated

Wealth Management EDGE kicked off Wednesday morning with a wide-ranging debate on some of the most…

Wealth.com launches estate planning event for advisors

Financial advisors seeking to bring more tax-related services to their wealth management businesses could get a…

Financial advisors use second languages as a planning niche

Advisors often carve out niches by focusing on unique client groups, from tech start-up millennials to…

My Retirement Planning Book – by Jae Oh

Here is what I asked Perplexity “put yourself in the shoes of a financial journalist. compare…

FP Alpha Enhances AI-Driven Estate Planning Tool for Financial Advisors

FP Alpha, a New York-based wealth tech platform for tax, estate and insurance planning, has released…

FPA president talks exit planning, priorities and AI

A certified exit planner, Paul Brahim has first-hand experience in the importance of planning for business…

Estate Planning Strategies for Expatriates Under New Section 2801 Rules

Avoiding covered expatriate status has always been a priority for tax practitioners. With the introduction of…

Leon Spinks ands Estate Planning Lessons for First-Gen Millionaires

Leon Spinks shocked the world in 1978 when, in just his eighth professional fight, he defeated…

A Cautionary Tale for Legacy Planning

When One Direction singer Liam Payne tragically died last October, at just 31, he left behind…

A Powerful Estate Planning Strategy

Memorial Day weekend marks the traditional kickoff to summer, often leading to multi-generational gatherings at the…

Navigating Elder Care Planning with Lauren Clough

As clients demand more holistic and human-centered planning experiences, financial advisors are increasingly being asked to…

Schwab Expands Student Loan Matching, Debt Management and College Planning Resources in Collaboration With Candidly

WESTLAKE, Texas–(BUSINESS WIRE)– Schwab Retirement Plan Services (SRPS) today announced expanded student loan and college planning…

Estate Planning Strategies for High-Value Collections

Every day, there seems to be a new trend in investing, whether it’s new cryptocurrency coins…

Why Designated Beneficiaries Are Key to Your Estate Planning

Before Zygmund Furmaniuk’s aunt Mary died in 2023, she set up a trust to hold her…

Trump tariffs force European hardware startups into crisis mode: ‘Planning now is impossible’

European hardware startups are scrambling to navigate supply chain uncertainty and rethink expansion plans as US…

GDXU Has Magnified Gold Rally: ETF Product Requires Planning, Discipline (NYSEARCA:GDXU)

This article was written by Follow Andrew Hecht is a 35-year Wall Street veteran covering commodities…