New research finds that advisor/client relationships weaken with each passing generation.
Everplans Co-Founder Adam Seifer envisions a future where everyone can back up their brain.
It took us an entire year to put this list together. You can read it in around 10 minutes*. (*Longer if you click all the links and read the great stories. Less if you only look at the pictures.)
What do you give family, friends, or children who have everything? Try one of the things listed below as suggested by our staff.
Whether you viewed 2016 as a positive or not so positive year, there’s always something that makes you happy to be alive. Here’s what we’re thankful for this year.
Join the Everplans team at the NAPFA Fall Conference in Baltimore.
The Everplans team is on the road this September and coming to a conference near you!
Advisors on our Everplans Professional platform have been asking for one important feature: The ability to edit an Everplan on a client’s behalf.
We raised money, giving us more resources to continue our mission of making sure everyone has a plan in place.