October 22, 2025Financial planning firms are embracing the AI revolution in a big way, but how we access this technology needs careful…
August 4, 2025In this webinar we’ll be exploring how the sustainable investment market is evolving, from regulatory changes like SDR and investment…
June 13, 2024I was excited to be asked to join a Panel at PFS Purely Paraplanning in May 2024 alongside Mel Holman…
March 15, 2024What does it mean to be an activist professional? This article for the PFS Magazine explores the history of protest in the…
