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eMoney Advisor vs. MoneyGuidePro: Which is the Best Financial Planning Software?

eMoney Advisor vs. MoneyGuidePro: Which is the Best Financial Planning Software?

Posted by on Feb 4, 2015 in Financial Planning, Software Review

As the digital revolution continues to disrupt business models across all verticals, financial planning is one area where technological advancement is key. Wealth managers with more powerful financial planning tools that can create stronger client engagement will have a competitive advantage. Financial advisors are already inundated with endless streams of information and marketing messages.  And […]

Why Demographic Differences Define How Advisors Should Talk to Clients

Why Demographic Differences Define How Advisors Should Talk to Clients

“If I had dropped out of college when I was a freshman, I would be a billionaire now. But my mother forced me to finish my education, so now I’m only a millionaire.” — Andrew Mason, Founder and former CEO of GroupOn This quote was provided by Marilyn Moats Kennedy, CEO of Moats Kennedy Inc., […]

7 Questions to Help Pivot Your Practice Towards Retirement

7 Questions to Help Pivot Your Practice Towards Retirement

Posted by on Nov 12, 2013 in Financial Planning

This is a summary of a session from the Money Management Institute’s Fall Solutions Conference that was held in October 2013 in New York City. Moderator: Ron Fiske, Managing Director, Strategic Partnerships, Envestnet Panelists: Mary Deatherage, Managing Director, Wealth Management Advisor, Morgan Stanley Samuel M. Kiefer, Director of Wealth Management, Partner, Risk Paradigm Group, LLC […]

Can Financial Soundings Help Advisors Improve Their DC Plan Scalability?

Can Financial Soundings Help Advisors Improve Their DC Plan Scalability?

Posted by on Jun 9, 2013 in Technology

The Defined Contribution (DC) Plan segment is attractive to many financial advisors as a hedge against volatile markets, since participants in DC plans supply a dependable stream of income, due to automatic deductions. More advisors are leveraging their relationships with employers to cross sell wealth management, group benefit, rollovers and retirement income services. As attractive […]

Which Financial Planning Software is Right For You?

Which Financial Planning Software is Right For You?

Posted by on Feb 21, 2013 in Financial Planning

This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 2013 in Miami, FL. Moderator: Linda Brady, Senior VP, EnvestNet Panelists: Bob Curtis, CEO, PIETech – makers of MoneyGuide Pro Dr. Linda Strachan, Zywave – makers of NaviPlan Dr. Alex Murguia, CEO, inStream Solutions Oleg Tishkevich, Founder […]

NorthWestern Mutual to Roll Out LifeYield iPad App to Advisors

NorthWestern Mutual to Roll Out LifeYield iPad App to Advisors

Posted by on Jan 27, 2013 in Mobile

NorthWestern Mutual rolled out a new investment platform for advisors that integrates technology and services from a number of different vendors to provide and end-to-end wealth management experience. A big part of this platform is retirement planning and the core of this is provided by LifeYield, which will soon include an iPad app for advisors. […]

iPad App Review: goalGetter

iPad App Review: goalGetter

Posted by on May 9, 2012 in Software Review

This is a review of the goalGetter iPad app from ASI Advisor Software. goalGetter is a personal financial planning app targeted at the end investor.  It is a very simple tool designed to help plan for large financial events.  It’s easy to use with a clean, intuitive layout that allows you to drag and drop to […]

Why Bond Portfolios are a Flawed Retirement Strategy

Posted by on Feb 7, 2011 in Conference Summaries

This post is a summary of a session from the FRA’s 8th Annual Managed Accounts Summit. There are three phases of life and three phases of investing based on a client’s income needs: Growth Only, Growth and Income and Income Only, according to Michael Jones, Founding Partner, Riverfront Investment Group. For retirees in the Income Only […]