Jan 30, 2025
George Kinder, founder of the Kinder Institute of Life Planning, is internationally recognized as the Father of the Life Planning Movement. Life planning focuses on the human side of financial planning. It puts people, not products, at the center of analysis and advice, helping clients meet unique goals and unlock...
Jan 3, 2025
Martinelli Financial Services has been acting as a fiduciary for clients since 1981. Michael Martinelli joined his father Ernie 11 years ago, and together they've leaned into expanding the role of alternatives in HNW client portfolios. We get into how they approach it, what the pain points are, and where they see...