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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt). Read More.

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Number 8860726. Let’s take just this week.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

which is a good bit north of Lexington and just across the river from Cincinnati, Ohio (sorry, I love geography and startup origin stories). Advisors can customize the application to convey pretty much any type of data or information clients or prospects might want. Your brand always visible.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Related: The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish “Estate planning is one of the things that advisors [repeatedly] tell us that they found immediate value in [post-merger] because it is part of the turnkey [Mercer] offering and does not mean referring a client outside the firm,” said Orff.

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Tax Savings Tips for Startups

Harness Wealth

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. Strategic tax planning serves both to keep companies on the right side of IRS regulations and to preserve necessary capital during those precarious early stages when the startup is most vulnerable.

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Choosing the Right Business Structure: A Financial Planner’s Guide

Yardley Wealth Management

As a financial planner, your guidance is essential in helping clients minimize risks and maximize financial benefits. Compliance and Regulatory Requirements Corporations and LLCs face stricter regulatory requirements than sole proprietorships and partnerships.

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Global Expansion: The Next Big Move for Indian Startups in 2025

Trade Brains

Indian startups are no longer in the motive of just catering to the domestic markets. Widening the abroad offers and the access to the newer clients can increase the profit margins and the global recognition towards the startup. New York’s BAT VC is committed to create USD 100 M to US-India tech startups.

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