Imagine distilling your entire financial strategy into a single, powerful page. This concept, popular among the wealthy, allows individuals to maintain focus on their goals without getting lost in the ...

Once you see it, you can't unsee it. That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from ...

The old ways of financial planning are gone. Well, actually, they're not. But they should be gone for high-net-worth individuals who now have opportunities to get way more service for the same costs ...

The surest way to kill the blossoming spark between advisor and client is to present an 80-page financial plan. “Don’t get me wrong. I love the fact that we do financial planning, but I don’t love ...

The One Big Beautiful Bill (OBBB) brought a considerable number of changes across a full spectrum of American institutions. With so much being discussed in the news, it can be easy for the important ...