Over the 20 years since its advent, account aggregation has evolved significantly, making it one of the most robust client… Read More
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.
What do Charlie Sheen, Miley Cyrus, and Peyton and Eli Manning have in common? They all grew up in the… Read More
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
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
Life Planning Partners, Inc., (LPP) is a financial planning firm located in Jacksonville, Fla. that provides financial planning services for… Read More
Did you know that a whopping 98% of high-net-worth clients give to charity annually? Turns out philanthropy is a huge… Read More
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