Best Financial Planning Software For Advisors


Best Robo Advisor 2017 - Benzinga
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.

Does your Financial Advisor Put Your Interests First? - HuffPost
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 clients' best interests and not their own, when dealing with retirement.

Ask These 4 Questions First If You Are Considering a Financial Advisor
Navigating investments, retirement, taxes, or estate planning on your own can be overwhelming, which is why many people choose to hire a financial ... advisor who is strictly fee-based for more confidence that their recommendations are based on what’s.

XPLAN rolls out CPD point accreditation - Money Management
Financial planning software , XPLAN has expanded its training program to include continuing professional development (CPD) point accreditation and a new pathway program to help advisers get the most out of the software . XPLAN provider, IRESS said the.

Advisers discover what investing innovations are coming their way - InvestmentNews
Creative innovations coming out of the investment world will provide financial advisers with outstanding new tools to use with clients in coming years, such as portfolios that mimic a client's personal index.

Voices Pricing your financial planning services - Accounting Today
To make matters worse, this client has over $1 million in NOLs, and according to the new advisor , there is absolutely no evidence that there were ever any conversations about wealth management. This client had no will, trust, or proper beneficiary.

361 Capital Wins MFEA Advisor Communications AwardNamed Best Website for Second Consecutive Year - Markets Insider
361 Capital Wins MFEA Advisor Communications AwardNamed Best Website for Second Consecutive Year ... its unique behavioral-based investing approach—the firm sought to evolve the site in order to deliver a cohesive brand experience that supported both.

Upstart software firm adds vets to challenge eMoney, MoneyGuidePro - Financial Planning
Young planning software firm Advizr has managed to sustain itself and find a footing in a market long dominated by eMoney Advisor and MoneyGuidePro. Now its fourth year and closing in on another round of funding, the firm has attracted over 400.

Tech companies deploy behavioral finance tools for advisers - InvestmentNews
quot;We're already seeing behavioral finance being used by advisers to help improve the decisions their clients make," said Joe Duran, CEO of United Capital, which has $18.7 billion in assets under management. Advisers are using these tools to deepen their&nbsp.

NCAA Charges Involve Financial Advisor - Barron's
The big college-basketball fraud charges announced Tuesday involve at least one financial advisor , along with sports agents and apparel executives. Authorities unsealed three criminal complaints alleging schemes in which those parties bribed college&nbsp.

RBC Wealth Management Looks to Grow - Barron's
RBC Wealth Management is gearing up to continue its strengthening advisor recruitment and improve services for its in-house and independent advisors , reports FinancialAdvisorIQ. Executive hires are part of the push. ... Get the best of Barron's Advisor.

Sun Belt Conference Preview: Are you on UT Arlington or Georgia Southern? -
UT-Arlington has managed to scrape together some of the best teams the program will ever see, but they've yet to see that talent pay dividends. In 2015-16, their star big man Kevin Hervey tore his ACL in the .... essentially – that had been associated.

Krawcheck’s Ellevest Expands Into Financial Planning (and They’re Hiring)
Then, with Charlie Kroll, founder of the software startup Andera ... which is financial planning. The other, which doesn’t have a name yet but that we’re beginning to test, [provides] financial advisors as well. This is a result of the new funding.