Planning on data
There's no shortage of market data and scenario analysis for advisors to leverage in optimizing any given client's investment portfolio. But what sort of data sources are advisors leveraging to define the client's financial goals themselves? As fee-based services like financial planning gain greater adoption throughout the marketplace, data sources that can inform expenses – such as healthcare or education – will play an increasingly integral role in the success of individual plans. Advicent senior product director Paul Raisanen discusses how advisors can navigate this new world.
NaviPlan Prepares Advisors for the Third Wave of Financial Planning
Financial planning technology has long since evolved from spreadsheets and printed reports. However, a firm’s planning methodology can often remain heavily dictated by the software they use and the historically rigid cash-flow or goals-based models that these tools support. Advicent COO Anthony Stich explains how firm strategies, advisor workflows, and client expectations have evolved over the past ten years and how the next wave of financial planning practices will ultimately return greater financial planning autonomy to advisors.
Integrating Technology for Advisors
Technology has become more important everyday. Joel Bruckenstein, president of T3 talks about the importance of educating advisors on digital marketing, as well as knowing the risk and encouraging advisors to network among each other.
Integration and Collaboration Kicking Financial Technology to the Next Level
With client expectation rising even faster as technology advances, the industry is finding better ways to meet as many expectation as possible. Joel Bruckenstein talks about how to provide great client experiences, to create new development hubs and the key takeaways of the T3 conference.
MoneyGuidePro Takes on Financial Planning Industry Challenges
MoneyGuidePro Chief Growth Officer Kevin Hughes discusses company news, including the upcoming Blocks product and recently launched G5 update, as well as how the company is addressing challenges in the financial planning industry during the 2018 T3 Enterprise Conference.
Intelligence vs. Motivation: Future Outlook of Technology
With multiple sensitive topics and subjects spoken at the conference, Bob Verse, Owner and Commentator for Inside Information gives his intake on the matters. As broker-dealer protocol are breaking down and large companies are leaving, the window of opportunity to recruit workers is over. Bob also speaks about how financial planner will be regulated as long as there is fraud in business, the importance of protecting people from cybersecurity and how AI at this time may be too early to meet our needs and promises.
Planning Tool Offers Advisors Increased Efficiency
Kenrick Wakeman, CEO of Finmason, describes the new, five-minute planning tool his company is powering through Orion.
Are Advisors Becoming Technologists?
As different generations come into the industry, advisors will likely need to embrace new technologies. Though it is important for advisors to understand how technology can enable success in their practice, Marc Butler says it’s not necessary for them to know the “nuts and bolts” of technology.
How Integration is Alleviating Fear
According to Kevin Hughes, any time you can mitigate data entry error, thats a good thing. This panel of experts weigh in on the various benefits of integration and how it helps solve pain points.
How Integration Elevates Client Relationships
Every practice is different, but what unites them is their desire to communicate efficiently and openly with their clients. This panel explains how their respective companies are using integration to generate conversations with clients.
The Importance of Integration
As everyone heads to the cloud, integration is becoming more important than ever. Kyle Van Pelt says these technologies add efficiency and make it easier to spend more time elsewhere, like with clients.
What Does Integration Really Mean?
The term integration gets thrown around a lot in the world of Fintech and though it is a buzzword, it holds tremendous importance. From connecting the client to the advisor, to optimizing consumer data and driving efficiency, this panel of experts explains the benefits of integration.