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
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.
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
The True Cost of Parent PLUS Student Loans
Below is a guest post from Earnest, the innovative online lender that combines data science, streamlined design, and exceptional service to… Read More
Monitoring According to Best Interests Contract (BIC)
In May 2015, the Supreme Court’s unanimous ruling in Tibble v Edison clarified once and for all that a fiduciary… Read More
New Fiduciary Definition Demands Practical Suggestions
The opinions expressed below belong solely to the author of this post and do not necessarily reflect the opinions of… Read More
5 Tech-Driven Clients and How to Serve Them
No two clients are the same. You know it from experience. You’ve spent years talking to clients, learning as much… Read More
Advisors Servicing Retirement Assets Are Targeted by the SEC
In my last post, I referenced the Department of Labor Land Grab, but the DOL is not the only agency… Read More
DOL Land Grab Will Result in New Fiduciary Rule
2016 is the first year that baby boomers start turning age 70. Of course, this is in addition to the… Read More
Four Reasons You Should Start Launching Client Sites Today
Client websites, or personal financial management websites, have seen a dramatic rise in popularity – and it’s easy to see… Read More
eBook: Candid Conversations - Suddenly Single
Download our latest eBook for thoughtful guidance on how to serve clients who have recently lost a spouse or divorced.
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