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A 3-Step Sales Process To Clearly Demonstrate Financial Planning Value To Prospects

Nerd's Eye View

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

Nerd's Eye View

FINNY AI, an AI-powered prospecting tool, has raised $4.2 FINNY AI, an AI-powered prospecting tool, has raised $4.2 FINNY AI, an AI-powered prospecting tool, has raised $4.2

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Adviser links: estate uncertainty

Abnormal Returns

citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. riabiz.com) This money manager's ETF business was built on entertaining clients.

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Advyzon To Rollout New Platform For UHNW Clients

Wealth Management

Called Auria, Advyzon's new technology will combine portfolio management, performance reporting, CRM and other tools.

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Weekend Reading For Financial Planners (March 29–30)

Nerd's Eye View

Which suggests that, amidst ongoing debate over fiduciary-related regulations, an advisor's status as a fiduciary could both lead to greater client trust (both in their individual advisor relationship and perhaps in the financial advice industry as a whole) and, ultimately, higher client retention rates.

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Robinhood Acquires TradePMR To Refer Next-Gen HNW Clients To On-Platform RIAs (And More Of The Latest In Financial #AdvisorTech – December 2024)

Nerd's Eye View

This month's edition kicks off with the news that the retail brokerage platform Robinhood is acquiring RIA custodian TradePMR, which appears to be less about Robinhood wanting to compete with the likes of Schwab and Fidelity in the custodial space and more about keeping the assets of its wealthier customers "on-platform" by giving them referrals to (..)

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

Wealth Management

Related: Scenes from Day 2 of Wealth Management EDGE “My parents are 67 and 68, they have the classic Dell desktop covered in dust—everything is on their phone,” he said. “We Advisors can customize the application to convey pretty much any type of data or information clients or prospects might want.