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So far, I’ve written about AI notetaker Jump and its integration with the financialplanning application RightCapital , and the AI-powered financialplanning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.
True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1 True North Expands in SF Jul 15, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.
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In contrast, your financial life often lacks such clear signals. Yet just like your vehicle, your financialplan benefits from regular maintenance and timely adjustments. At Tobias Financial Advisors, we view financialplanning as an ongoing process designed to evolve with your life.
He has also held senior roles at LPL Financial and Edelman FinancialEngines. Marble joins from Private Advisor Group, where he was head of business development and advisor growth and engagement. The Overland Park, Kan.
Rob Nance, CEO and co-founder of Dispatch, a self-described data orchestration firm that helps advisory shops manage their data, talked with Chris Cook, the founder of a technology consultancy called Obsydian, who had spent almost nine years as a systems engineer at Mariner.
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In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. It’s a title that speaks to his firm’s intentional, comprehensive planning process. Why engineers aren’t as difficult to work with as some advisors might think. Do you have an estateplan?
Financial literacy isn’t just about knowing technical jargon—it’s about applying principles that support informed financial decision-making. What is Financial Literacy? Imagine sitting at a dinner party with an engineer, a zoologist, two physicians, and an artist.
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Share important articles, industry news, and useful tips on financialplanning. Always follow the rules for sharing financial information on social media. You might have a webinar about planning for retirement, easy investments for beginners, or key estateplanning tips. Follow a regular posting schedule.
Can we give every single one of your employees a free financialplan? 00:21:28 [Speaker Changed] Yeah, so, so Barry, for us asset allocation, all asset allocation starts with financialplanning and all financialplanning starts with the client. Andrew Gavin is my audio engineer. That is the linchpin.
This includes estateplanning, which is not just about securing our family’s future, but about being a good steward of God’s blessings. These principles form the foundation for how we approach all aspects of financial management, including estateplanning.
Lipson July 18, 2025 16 Min Read iStock|Getty Images In a competition to acquire private middle market companies, private equity (PE) funds can seem like an insurmountable opponent, with near-unlimited resources and an engine of investment bankers, lawyers and diligence teams driving the deal forward.
Women-owned businesses are a powerful engine in our economy. Patricia M. Soldano June 11, 2025 3 Min Read The power of women-owned businesses is growing, and it’s getting noticed on Capitol Hill. According to a recent Wells Fargo women-owned businesses study, the statistics are impressive. enterprises and generate $2.7
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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 (..)
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The company produces both basic and special steel for domestic construction, engineering, power, railway, automotive, and defense industries and for sale in export markets. Financialplanning, depository participant services, mutual fund distribution, bonds, PMS, AIF, retirement planning, and estateplanning.
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So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estateplanning and other complex financialplanning. Let’s talk a little bit about portfolio analytics, financialplanning tools.
This includes estateplanning, which is not just about securing our family’s future, but about being a good steward of God’s blessings. These principles form the foundation for how we approach all aspects of financial management, including estateplanning.
Some issues, such as a blown engine , can cost over $5,000 to repair (on the cheap side!). Make an estateplan. An estateplan is a roadmap used by your loved ones to manage your assets after your death. Making an estateplan can greatly help your family and friends in the event of your death.
And at, at some point, the people that were running the fi, financialplanning department for creative planning, which was a sister company to an insurance company, there were three guys that were selling disability insurance to physicians in Kansas City. And I think, like we were doing financialplanning without a separate fee.
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