BAM Intelligence

The Financial Planning Industry’s Feminine Famine With Eleanor Blayney

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

Share Button

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

Share Button

The World Isn’t Flat — Invest Accordingly

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

Share Button

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

Share Button

More Evidence on the Persistent Underperformance of Active Funds

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

Share Button

Industry Events

No events scheduled at this time.