Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 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!

Communication 242

Communication Portfolio Management Clients Tax Planning 242

Fortune Financial

SEPTEMBER 25, 2023

Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

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.”

Financial Advisor 280

Financial Advisor Clients Taxes Investing 280