Account Aggregation: A Complete Guide for Financial Advisors
As a financial professional, you’re likely already using account aggregation services to pull together clients’ financial data. Aggregation is an… Read More
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.
Understanding Dodd-Frank Section 1033: What You and Your Clients Need to Know
Section 1033 of the Dodd-Frank Act is designed to empower consumers by giving them the right to access and share… Read More
Planning Better Together: The Power of Collaborative Financial Planning
In our ongoing mission to enhance the advisor-client dynamic, our previous Evolution of Advice research laid the groundwork for understanding… Read More
Data Lakes, Integrations, and APIs in Financial Services: 3 Ways Firms Can Innovate
Breaking down barriers to create a holistic view of clients’ data is a core challenge financial planning platforms were designed… Read More
The ROI of Financial Planning Technology
Technology has become an essential part of the financial services industry. As a result, the financial technology investment firms must… Read More
Using Client Data to Personalize Financial Plans
Our research continues to support investors’ desire for personalized financial planning. Every client has unique goals, circumstances, and aspirations, and… Read More
Finpsych Techniques Boost Holistic Financial Planning
The role of financial psychology in an individual’s overall well-being is increasingly being recognized by financial professionals. By incorporating financial… Read More
Prepare Now for AI Use in Financial Planning
With the introduction of such generative artificial intelligence (AI) tools as ChatGPT, Gemini (previously Bard), and others, speculation about future… Read More
Empowering Financial Wellness: How Client Portals Reduce Financial Anxiety and Transform Client Relationships
Feelings of financial insecurity have surged to an all-time high among Americans, with one-third (33 percent) reporting that they do… Read More
3 Steps to Growing Your Financial Advisor Business
From established Baby Boomers to younger generations just beginning to explore investment options, everyone needs financial planning assistance. In fact,… Read More
The Value of a Robust Client Portal in Financial Planning Relationships
A client portal is a client’s connection to their financial plan. It’s the technology that keeps them engaged in between… Read More
eBook: Candid Conversations - Mastering the Art of Asking Questions
Download our latest eBook for a complete guide to asking questions that spark productive conversations.
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