Nerd's Eye View
JULY 3, 2023
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)
Nerd's Eye View
NOVEMBER 29, 2022
We also talk about how Anh began her career as an attorney, but decided to move away from the more transactional short-term relationship of litigation, and then, it was while she was working for Goldman Sach’s Ayco, that she realized that she could have a greater impact on her clients’ lives through financial planning and ultimately decided (..)
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
OCTOBER 18, 2022
We also explore how, even though the auditing firm where Louis and his partner were employed was very interested in the prototype they built, they refused to purchase the product, which led Louis to a crossroads that ultimately led him to the decision to leave the firm and start his own financial planning practice, and how, even though Louis and his (..)
Fortune Financial
SEPTEMBER 25, 2023
Long-term goals typically encompass retirement planning, wealth preservation and estate planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.
Fortune Financial
SEPTEMBER 25, 2023
Long-term goals typically encompass retirement planning, wealth preservation and estate planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.
Carson Wealth
DECEMBER 13, 2022
The phrase Wealth Manager has been used more frequently in the last decade and generally connotates an IAR who works with affluent clients or those with more complicated situations. These advisors may have a background in tax or small business planning, specialize in high-net-worth families or make sophisticated investment recommendations.
The Big Picture
OCTOBER 19, 2022
And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.”
Expert insights. Personalized for you.
225 
Let's personalize your content