Facet News
From news and activities to awards and product announcements, here’s the latest from Facet Wealth.
What If Your Parents Didn’t Save for Retirement
How to talk to your parents about their retirement savings.
Embarrassed By Their Spending, Some Clients Fib
A good planner will help clients get over their embarrassment about their finances.
Why TikTok and Instagram are Making You Broke
Don't believe what you see on social media and let it drive your finances.
How to Find an LGBTQ-Supportive Financial Advisor
LGBTQ+ individuals and couples need to find a financial planner who understands their needs and challenges.
Why Subscription Fees Are Better For Clients
Why flat fees based on each client's needs are the most client-friendly way to charge.
Tom Graff Appointed New Head of Investments
Award-winning investment manager joins Facet Wealth.
Facet Wealth Named a Best Place to Work in Fintech 2022
Once again, facet Wealth named a great place to work.
Shruti Joshi Named AAPI Innovator of the Year
COO Shruti Joshi named Asian American Pacific Islander (AAPI) Innovator of the Year.
Learning Leadership and Other Valuable Skills in the Military
How military service led to a career in financial services and technology.