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!
Harness Wealth
APRIL 17, 2023
Equity compensation is a popular strategy used by startups to attract and retain top talent, and it can sometimes result in significant financial rewards for founders and employees alike. However, realizing the value of equity can be rare, particularly when the company has no immediate plans to go public.
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Harness Wealth
JUNE 9, 2023
Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?
Good Financial Cents
AUGUST 12, 2023
By investing in a diverse array of income-generating opportunities tailored to your risk tolerance and financial goals, you can create a resilient and sustainable revenue stream. Proper research, planning, and professional advice can ensure a balanced portfolio that serves both current needs and future aspirations.
Sara Grillo
APRIL 10, 2023
I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” We can assess the risk tolerance and help keep people out and hopefully people will listen to use instead of the celebrities. So please subscribe! Those are the two main hurdles.
WiserAdvisor
SEPTEMBER 8, 2023
You may need to adjust your financial plans repeatedly, which can be stressful and challenging to manage. It is essential to have a prudent investment strategy tailored to your retirement goals and risk tolerance. The risk of failure is very high in the initial stages of a business.
Fortune Financial
AUGUST 7, 2023
Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. Each of these alternative investment options offers its own set of risks and rewards. Assess Risk and Return Profiles Consider your investment goals, risk tolerance and time horizon.
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