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 ...

Planning requires diverse expertise and collaborative partnerships, which are increasingly important in small and rural communities. Limited budgets and staffing constraints make it essential to ...

A team of authors, including long-time Dragonfly collaborators and Cincinnati Zoo staff members, Lily Maynard and David Jenike, wrote an article titled “Conservation psychology strategies for ...

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 ...

Workday Planning, out next year, adds real-time collaborative financial planning, budgeting and modeling to the suite. Den and Phil give their verdicts Workday yesterday revealed it will add a ...

Anne Guarnera is a doctoral candidate in Spanish at the University of Virginia. You can find her discussing teaching and learning on Twitter as @aguarnera and learn more about her work on her website.