financial planning
Hook: A 2024 Cerulli study found that Gen Z now fuels **30 % of fresh wealth inflows**, outpacing every other cohort. If your advisory firm still greets prospects with paper forms and hold music, you’re watching that pie shrink by the second. Financial Disclaimer: This article is for educational purposes
financial planning
While the streets of New Orleans glitter with Mardi Gras confetti, a quieter crisis simmers beneath the music. Tourists snap selfies with feathered masks, but the city’s most vulnerable are scrolling through overdue notices instead of parade schedules. If you think the festivities mask the problem, you’re buying
financial planning
Picture this: you’re senior year, the graduation cap is looming, and instead of wondering whether to study philosophy or biology, you’re already picturing your first client meeting, a sleek Bloomberg terminal, and a desk that says “Financial Planner”. If you’ve been scrolling through LinkedIn and hearing recruiters
financial planning
What if the biggest retirement myth you’ve been fed is actually a tax-draining con? While the industry glorifies a neat 4% rule and a one-size-fits-all RMD calendar, the reality is a leaky bucket that saps roughly 15% of every retiree’s portfolio. In 2024, with the IRS still playing
financial planning
When a student walks out of Rowan’s Financial Planning School with a diploma in hand, the real test begins not in the classroom but years down the road - when that graduate is helping families navigate investments, budgeting, and retirement. In 2024, Rowan has turned the art of forecasting