“If they pass some of [Trump's agenda], even just reducing the corporate tax, the economy is going to be in very good shape,” says Marvin McIntyre, a financial advisor in Morgan Stanley's Washington, D.C., office. “If nothing is done and there's.
and another new software solution called “Whealthcare” for advisors who want to get even more involved in supporting and better analyzing the intersection of a client’s financial planning and health care needs (a substantial opportunity to add value.
By law it would mean that “Financial Advisors ” (i.e. financial planners , stockbrokers, registered reps, attorneys, banks, lenders, investment hucksters, etc.) must act in their ... But if they aren't actually a Fiduciary they may try and give you some.
Advizr Receives $7 Million in Series A Funding PR Web (press release.
It's recommended to visit a financial advisor annually — however, only three out of 10 people surveyed said they actually do. “Just like an annual checkup with your ... “Assign three days a week where you aren't allowed to spend any money," said.
Here at Wealth Management Today, we hope to resolve some of this confusion with a review and comparison between two of the best-known financial planning software for financial advisors; eMoney Advisor and MoneyGuidePro. (See FinPlan Shootout.
You can turn the app on when you want to work, and turn it back off when you're done. “Driving for Lyft or Uber can be a great part-time opportunity that fits into your schedule,” says Alex Whitehouse, a financial advisor in Vancouver, WA. “It is the.
Finalists - Software & Information Industry Association Software & Information Industry Association.
Always available – Given that robo advisors are software , robo advisors will always be available as long as a client has access to the internet. Access to a financial adviser is harder to access as meeting a financial adviser will require scheduling.
Friedenthal, who says one of the key innovations in his software is its ability to perform two levels of risk tolerance, sees all advisors working for the best interests of clients. ... "You can pinpoint behaviors that an advisor can use to help coach.
While everything looked legitimate, it didn't seem like the best deal I could get. Like many financial advisors , he would be charging me a fee of 1% of the value of my investments, and I didn't think he was doing enough work to justify that cost. Plus.
Ask everyone you’re considering hiring, including attorneys, graphic designers, insurance professionals, advertising representatives, and financial advisers ... questions at every turn. Plan for slow profitability In a best case scenario for a new.
Maybe this isn't the best use of your time, so consider options that can help streamline some of your processes and tasks—such as analytics programs or financial - planning software . The growing number of financial - planning resources out there can.