National Savings Day is October 12th, recognizing those who value the act of saving and providing simple steps to show getting started isn't as difficult as it may seem...
Expect the Unexpected When Markets Zigzag Around the Election
In less than a month, we will have a presidential election that may turn out to be one of the most contentious of all time...
My 25-Year Experience with A Subscription Fee Model
A recent webinar, “The Future Of Charging For Financial Plans,” hosted by Envestnet | MoneyGuide and featuring guest speaker and well-known industry thought leader, Michael Kitces, discussed the appeal—and even potential necessity—of shifting from an AUM model to a recurring planning fee or retainer fee...
The 2020 Essential Advisor Award Winners: Jeff Benson and Emmy Mastel
Congratulations to this year’s Essential Advisor award winners! While we were unable to honor them in-person at this year’s Summit, we’d like to acknowledge their hard work, expertise, and insights...
The Age of the Creator
According to Dani Fava, Head of Strategic Development, we’re living in the age of the creator, a shift that the COVID-19 pandemic is advancing. Not only are people opting to make their own content and share their own voice...
The Future of Charging for Financial Plans: Can’t-Miss Insights From Michael Kitces
Remember learning about the Industrial Revolution? How technological advances, like the steam engine, railways, and the telegraph, increased productivity and reduced the cost of key items? Looking back, we consider that to be a pivotal time in history...
Help Your Clients Prepare for the Future: Seamlessly Manage Annuities Alongside Traditional Investment Products
The COVID-19 pandemic has had a swift impact on investor preferences and expectations, and, in turn, what advisors need to do to provide value and sustain their practices...
3 Updates to Help You Lead Your Clients Forward
Our latest technology release went live on August 24th and serves as a clear reflection of the new world we’re living in as we navigate the COVID-19 pandemic...
The 2020 Essential Advisor Award Winners: Marty James
Congratulations to this year’s Essential Advisor award winners! While we were unable to honor them in-person at this year’s Summit, we’d like to acknowledge their hard work, expertise, and insights...
Congratulations to Our 2020 “Top Active Managers”
As you may know, this year’s Advisor Summit shifted from our typical in-person event in April to an online experience in the wake of COVID-19.