Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market. Software providers disagree, arguing advisors will one day need such AI tools.
7 firms achieve Corporate Chartered status
Seven firms, including several Financial Planning firms, have achieved Corporate Chartered status with the Chartered Insurance Institute (CII) during September and October.
How high-touch advisors are reaching more clients with special needs
Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication and grow their client bases.
Business Licenses and Permits You Need to Stay Legal
“Do you have a permit for that?” If you want to operate your small company legally, you likely need some business licenses and permits. There are federal, state, and local licenses and permits you might have to apply for. It all depends on your business. So, do you know which types of business licenses and […]
Values, Purpose, Action: A 3-Part Approach To Establish A “Statement Of Financial Purpose” And Unlock Deeper, More Meaningful Planning Conversations With Clients
In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. Today, the industry has evolved further, with a growing emphasis on aligning financial decisions with clients’ personal priorities and […]
ASHL sells off LYNC Wealth Management
National financial adviser firm Adviser Services Holdings Ltd (ASHL) has struck a deal sell its LYNC Wealth Management arm to an affiliate of platform and wealth manager 7IM group.
Holiday payroll survival guide
Every year, the time comes to prepare for the holidays. For some industries, this is where a bulk of their revenue comes from — and for good reason. While there are undoubtedly sales to be made, if you don’t have the right plan and procedures in place, you could end up costing your business. Before […]
Dynamic Planner teams up with Salesforce
Financial Planning software provider Dynamic Planner, has teamed up with online management system Salesforce, the AI CRM.
#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.