BAM Intelligence

Financial Calm and Confidence

Manisha Thakor on the importance of building relationships in financial planning. Read more


Building on Your Financial Dreams With a Personal CFO

Michael Evans on how your wealth can benefit from the oversight of a “personal CFO.” Read more


The Financial Planning Industry’s Feminine Famine With Eleanor Blayney

Manisha Thakor hosts Eleanor Blayney on a new MoneyZen Podcast. Read more


You Have $10 Million and 10 Years to Live. What Would You Do?

Make your money serve your life, not the reverse. Manisha Thakor on why that means knowing what we truly want. Read more


Top 5 Books To Put The ‘Personal’ Into Your Finances This New Year

Tim Maurer breaks down his top 5 books to put the ‘personal’ into your finances this year. Read more


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