Financial Planning software provider Dynamic Planner, has teamed up with online management system Salesforce, the AI CRM.
Archives for 2024
#FASuccess Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings, With Emily Biehler
Welcome everyone! Welcome to the 410th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Emily Biehler. Emily is the co-founder of TrailWise Financial Partners, an RIA based in Golden, Colorado, that oversees approximately $80 million in assets under management for 200 client households. What’s unique about Emily, though, is how […]
How YourStake founders’ ESG passion transformed into an advisor platform
AI-powered YourStake has since expanded into a comprehensive advisor platform, offering portfolio analytics and meeting automation, claiming to save five hours a week for advisors.
Gender equality in Australian small businesses
In Australia, we celebrate our small business owners. But who owns small businesses here? Specifically, what is the gender balance between men and women in small business ownership? Reckon released a report examining the gender imbalance in Australian small businesses. Jessica Morris, our Head of People and Culture, shared her take on the societal factors […]
Budget: Full text of Chancellor Rachel Reeves’ speech
Full text of Chancellor Rachel Reeves’ Budget speech to House of Commons on 30 October 2024. This is the text of the speech as published by the Treasury, some minor changes to actual deliver may have been made and some political comments have been redacted by the Treasury.
I ‘Quiet Quit’ My Job. Doing Only What You Were Hired for Isn’t Lazy. – Business Insider
I ‘Quiet Quit’ My Job. Doing Only What You Were Hired for Isn’t Lazy. Business Insider
Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)
Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – 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! This month’s edition kicks off with the news that Holistiplan has announced the rollout of a […]
What’s sparking 16 quarters of annuity sales growth?
Sales were mostly flat until 2020. Over the past four years though, they’ve nearly doubled.
Advisors are using AI but skipping compliance guardrails
An industry survey of 200 compliance officers showed that a mere 12% of respondents currently using AI said they also adopted an AI risk management framework; experts said advisory firms need an AI governance plan ASAP.
RBC’s firing of female advisor lands it a $9.7M discrimination penalty
Cinda Collins alleged before a FINRA arbitration panel that RBC fired her in late 2019 in an attempt to “steal much of her book of business without compensating her for it.”