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Contributors

Jason Andriessen CFP®

Managing Director

CoreData

Jason Andriessen is consulting partner at financial services research boutique MYMAVINS and chair and co-founder of Catalpa, a community of independent financial planners.

Articles by Jason

Using artificial intelligence to embrace the future

Hip to be Square

The importance of being earnest in 2023

Financial Planning

Professional financial advice is getting further out of reach

Retirement

Retirement planning: new insights on what clients need most

Financial Planning

Practice models of the future

Setting goals

Vision without execution is a daydream

Work

5 success drivers for the practice of the future

The psychology of money

Behavioural analytics at work