The July 28 online issue of Investment News included yet another indication that integrated financial planning is becoming more mainstream. An article, “Freud Meets Finance,” included Rick’s comment, “There’s a growing awareness of a void in the financial services and mental-health professions around the issue of money.” He was cited as a founder of the Planner-Therapist Alliance and the co-author of Conscious Finance.
The article, by Charles Paikert, focused on financial planning and wealth management firms which are hiring psychologists to work with wealthy clients and also advise their financial advisors. To read the complete article, click here.
