Thankful

Starting a business, as many of you know, is a task that requires a great amount of fortitude, but it also requires the support many others. This year, we are particularly grateful for our clients, who have embraced the use of behavioral science in their practices to help their clients succeed. The advisors who work with us demonstrate a focus on the future of financial planning – thank you for allowing us to be a part[…]

DataPoints on Nerd’s Eye View

Last week, DataPoints and our Building Wealth test were featured in Michael Kitces’ Nerd’s Eye View blog.  The review covered the history of DataPoints’ research (going back to The Millionaire Next Door), and how results can be used with prospective and current clients. Read the full article here!

Lone Stars and Fintech

The nature of relationships among financial professionals and their clients is changing, and one of the organizations committed to fiduciary financial planning is the XY Planning Network. We are proud to say that many of our clients are members of XYPN, and its mission is straightforward: XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients. Of course, many clients of XY planners are outside[…]

Where do you fit?

Where Do You Fit?

Where do you fit? Where do your services fit in the world of financial planning, investment management, and wealth advisory services? Are you a planner, an advisor, or an investment manager? Or all of the foregoing? The landscape of financial advisory services is evolving, and finding a descriptive and accurate category for your service and role is becoming more challenging. We’re having the same challenge here at DataPoints. We’re forging something of a new path[…]