Life Planning and the RoboAdviser Role
Journal of Financial Planning
I was asked recently, “If you were a millennial today, and had your understanding of finance and financial planning, what would most concern you about your future?” Read more
Three questions that can transform your financial life
Business Standard
George Kinder: I examine unrest, wars, and distrust of advisers
August 30, 2016 FP Today My new book, due out in the spring, is about a golden civilization. A civilization that thrives with freedom for all, for hundreds, if not thousands of years. The book starts with the Banking Crisis of 2008 and the Great Recession, then examines the current political unrest and atmosphere of […]
On the financial couch
unbiased.co.uk/news One of the biggest benefits of seeing an adviser is also one of the most overlooked. When you’re trying to sort out your money, it helps just to have someone to talk to – someone who knows what they’re talking about. Welcome to the world of the financial adviser as counselor. Read more
6 Ways to Have a Happy Retirement
USA Today This is probably not the news you want to read. But facts are facts. And these are the cold, hard and unfortunate facts: Fewer and fewer American retirees say they are “very satisfied” with their retirements, and a growing number report that they are “not at all satisfied” with their retirements… Read more
The Next Stage Of Advisor Evolution
Michael Kitces On Wall Street … George Kinder [has] suggested for years that good planning starts by focusing on a client’s personal values and that financial decisions flow from the pursuit of nonfinancial life goals. Read more