Nerd's Eye View

JULY 7, 2025

market while differentiating on its AI-driven "Strategic Advice Manager" that automatically suggests (and even recommends) planning strategies based on client inputs – which could serve as an interesting test as to whether U.S.

Planning

Nerd's Eye View

MAY 5, 2025

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Charles Schwab has taken a minority stake in estate planning platform Wealth.com as it seeks to offer estate document preparation to its retail investor clients – which on the one hand gives Schwab a value-add that could keep (..)

Financial Planning

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 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!

Risk Tolerance

Nerd's Eye View

SEPTEMBER 4, 2023

This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – which on the one hand provides WiserAdvisor with an opportunity to jump into the business of client reviews (..)

Startup

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication

Nerd's Eye View

JUNE 13, 2023

Welcome back to the 337th episode of the Financial Advisor Success Podcast ! Danika is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech and supports more than $275K of ongoing revenue. My guest on today's podcast is Danika Waddell.

Financial Advisor

James Hendries

NOVEMBER 12, 2022

Financial Risks Inherent to Entrepreneurship. Even the smallest new business may require something in the way of initial startup costs. This may include loans, savings, funds from family or friends, or an influx of cash from a prospective business partner. Mitigating These Financial Risks. Have a Financial Plan.

Startup

James Hendries

FEBRUARY 23, 2023

Financial Risks Inherent to Entrepreneurship Even the smallest new business may require something in the way of initial startup costs. This may include loans, savings, funds from family or friends, or an influx of cash from a prospective business partner.

Startup

The Big Picture

OCTOBER 19, 2022

It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. RAMPULLA: Yeah.

Clients

James Hendries

FEBRUARY 23, 2023

The nights of self–reflection during the early startup phase always give rise to a lot of our own demons and make us realize how little we know. But a big outcome of those conversations will be the realization that companies and startups are essentially a reflection of a founder. This is particularly important for startups.

Planning