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!
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[…]
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[…]
We’re delighted to announce the release of the new DataPoints behavioral finance platform. Built from the ground up with feedback from financial advisors, their clients, and industry leaders, the DataPoints platform puts the power of behavioral science in the hands of advisors to strengthen client relationships and improve financial results. DataPoints has created a library of assessments[…]
There is so much we are thankful for this year…and here’s just a very short list: Our DataPoints team – for the time and dedication in working through the ups and downs of getting a business off the ground Our clients who have embraced behavioral science as a means to effectively work with their clients to[…]