Using Account Aggregation in Financial Planning to Grow Your Firm
Over the 20 years since its advent, account aggregation has evolved significantly, making it one of the most robust client… Read More
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Fintech
Financial planning technology is essential for balancing personalization and scale in the delivery of financial advice. Keeping up with fintech solutions empowers advisors and firms to transform their planning experience through innovation. A greater understanding of financial planning technology can help you and your firm realize higher planning ROI.
All in the Family: Engaging the Next Generation of Investors
What do Charlie Sheen, Miley Cyrus, and Peyton and Eli Manning have in common? They all grew up in the… Read More
Webinar Replay: The Heart of Advice
What makes a truly exceptional client experience? Learn how the industry’s future-ready and FlexGen AdvisorsSM are pushing boundaries, rethinking what is… Read More
10 Steps to Grow Your Business with an Engaging Website
What’s the most visited website in the U.S.? Facebook? (Everyone seems to use it.) Google? (How many times a day do you… Read More
Scaling Your Business: Come Together with the Appropriate Aggregator
As a small rock band was playing onstage, a 15-year-old boy arrived at St. Peter’s Church on his bicycle. He… Read More
6 Important Questions to Ask Your Tech Vendor
Your clients trust you with their private financial data, and you probably feel a responsibility to protect that data. But… Read More
Do You Have What HNW Clients Look For?
High-net-worth (HNW) clients don’t just fall into your lap. Although, how great would that be? HNW households in the U.S. Read More
Life Planning Partners Elevates the Client Experience with eMoney (Case Study)
Life Planning Partners, Inc., (LPP) is a financial planning firm located in Jacksonville, Fla. that provides financial planning services for… Read More
Why Charitable Planning and Technology Go Hand-in-Hand
Did you know that a whopping 98% of high-net-worth clients give to charity annually? Turns out philanthropy is a huge… Read More
The DOL Preparedness Checklist
The new Department of Labor fiduciary ruling is one of the most transformative pieces of legislation to affect financial advisors… Read More
How Does Your Client Experience Stack Up? Take the Assessment!
Only 26% of financial planners say their clients are highly engaged and motivated. Take this self-assessment to see how your client experience compares!
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