News, Vision & Voice for the Advisory Community


'Money dates' catch on as RIA advice concept for under 40 couples to save wracked marriages, but a therapist offers caveats because it's never all about the money

Advisors are going deep into their bag of tricks because money-related breakups are trending up; debt-ridden 'millennials' are caught between frozen salaries, high interest rates and their penchant for credit card spending.

Author Lisa Shidler December 7, 2023 at 4:19 AM
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Alan Moore: It means prioritizing your partner as your most important relationship.
Brooke Southall and Keith Girard contributed to the editing of this article.

Related Moves

Alan Moore is the No. 2 busiest man in the RIA business and he just convinced the No. 1 busiest man to budget $200,000 to hire a 'rockstar' to replace him

Alan Moore is CEO of both XY Planning Network and AdvicePay -- and he has three young kids; Michael Kitces agreed to let him hire a full-time replacement CEO for AdvicePay -- with some giant reqirements for the new exec.

February 14, 2023 at 3:15 AM

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