Jul 26, 2022
A couple of weeks ago, DWS Group, a global asset manager and one of the world’s largest real estate investment managers, announced it was making a strategic investment in its Americas Alternatives distribution platform to make its real estate products more widely available to the retail market. The investment is part...
Jul 20, 2022
The CFP Board published a book called the Psychology of Financial Planning. This groundbreaking new material incorporates interpersonal components of financial planning and the effects of money on individuals. My guests today are here to talk about that book.
Jul 14, 2022
Market volatility, inflation, and talk of a recession certainly has grabbed the headlines over the past few months. As financial planners, this is your chance to differentiate yourself as you walk your clients through turbulent times. My guests today form the leadership team for one of the country's most prominent...