BAM Intelligence

The Financial Planning Industry’s Feminine Famine With Eleanor Blayney

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


Solving for the Qualitative Deficit in Financial Planning

Tim Maurer in Forbes on why life planning is a vital part of financial planning. Read more


The World Isn’t Flat — Invest Accordingly

Despite today’s “flatter” world, global diversification is still the prudent strategy. Read more


The CFP Board Center for Financial Planning: An Interview with Marilyn Mohrman-Gillis

Manisha Thakor hosts The CFP Board Center for Financial Planning’s Marilyn Mohrman-Gillis. Read more


More Evidence on the Persistent Underperformance of Active Funds

Larry Swedroe looks at new data on active funds’ persistent underperformance. Read more


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