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We look at the big news, announcements and underlying trends and developments that are emerging in the world of technology solutions for financial advisers! → Read More
Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces. → Read More
The widespread popularity of the compensation descriptor, long ballyhooed by RIAs, ultimately proved problematic for the CFP Board which has updated its standards. → Read More
We look at the big news, announcements, and underlying trends in the world of technology solutions for financial advisers and wealth management → Read More
Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look. → Read More
This month's edition kicks off with the news that Wealthfront is acquiring financial planning monthly subscription startup Grove. → Read More
Without acknowledging both the downside and tremendous upside of long time horizons, the 4% rule is no rule at all. → Read More
Though designed to raise standards for broker-dealers, the SEC’s 564-page rule sent ripples throughout the advisory industry. → Read More
It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them. → Read More
Welcome to the June 2019 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management! This month's edition kicks off with the news that Vanguard is apparently working on a new "technology" platform for advisors –… → Read More
Younger investors tend to have limited assets, but that doesn’t mean they can’t be a lucrative addition to your practice. → Read More
This month's edition kicks off with the news that Schwab's PortfolioConnect is now available – for free – to all RIAs on its platform. → Read More
There is no secret formula but there are some time-tested calculations that can reveal a firm’s productivity, or lack thereof. → Read More
Capital gains tax rates are not just taxed at a single, more favorable, rate anymore. → Read More
Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors. → Read More
There’s a lot to be said for being lean and mean. → Read More
It’s crucial to know how much of a drawdown an investor can tolerate before panic sets in. → Read More
Career-switchers may think becoming a financial planner is an easy transition, but done improperly can pose dangers to themselves and clients. → Read More
Welcome to the March 2019 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management! This month's edition kicks off with the mega-news that Envestnet has acquired PortfolioCenter from Schwab, and in the process,… → Read More
Even as BDs transition from their commission roots, too many still treat advice as a liability. → Read More