Articles by Kelton Corcoran

About the author:

Kelton Corcoran

Content marketing specialist

Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

2018 blog highlights

The goal of our blog is to deliver content that helps advisors, wealth managers, and other financial professionals gain meaningful insights on the industry and tips on how to grow their practices. Let’s take a look back at some the highlights of our blog over the past 12 months.

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2018 release highlights

2018 was a big year for NaviPlan® and featured four different releases that brought numerous new features and enhancements to our users. With the new year just around the corner, let’s take a look back at some of the highlights of our releases over the past 12 months.

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Auditing your firm’s marketing for 2019

With the new year underway, many advisors are honing in on their goals for the next 12 months. This is an excellent time to perform an audit of your firm’s current marketing strategy to determine if some adjustments can be made to help achieve these new objectives. Here are a few areas to focus on.

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eBook | An advisor's guide to social media

Social media has become an essential tool for advisors to connect with others and enhance their brand. This guide will give you a set of best practices to build strong brand recognition, make strategic connections, and prospect for future clients on various social media platforms.

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Key elements of the SECURE Act

The SECURE Act brings important changes to the way Americans save for retirement and is said to be the biggest piece of retirement legislation in the past decade. Let’s take a look at some of the key elements that are included.

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NaviPlan demo at the In|Vest 2019 conference

At the recent In|Vest 2019 conference, Advicent chief technology officer, John Heinen, and vice president of financial planning, Tom Burmeister, presented two new NaviPlan capabilities: a guided retirement experience and financial planning APIs.

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Reg BI has arrived: What to know about the new standards

It has been 391 days since the Securities and Exchange Commission introduced a new set of standards for broker-dealers, registered investment advisors (RIAs), and dual registrants. On June 30, the Reg BI rule went into effect, ensuring brokers are acting in the best interests of their clients.

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The state-level fight against Reg BI

It has now been nearly two months since the Securities and Exchange Commission officially passed a new regulatory standard applying to broker-dealers: the Regulation Best Interest rule. Since then, debate has ensued leading several states to mount a challenge against Reg BI.

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Video | A simpler approach to custom client experiences

At the recent 2018 T3 Enterprise Conference, director of financial planning Tom Burmeister caught up with InvestmentNews to discuss the evolution of financial advice delivery and how technologies such as APIs are helping firms differentiate from the competition.

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Video | Planning on data

Advicent senior product director Paul Raisanen discusses how advisors can navigate the use of data sources which will play an increasingly integral role in the success of financial plans moving forward.

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Video | The third wave of financial planning

At the recent 2018 T3 Enterprise Conference, Advicent COO Tony Stich caught up with InvestmentNews to discuss how consumers’ expectations of digital experiences are changing and why advisors embrace technology to remain competitive.

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Whitepaper | A decade of disruption

In the last decade, investor expectations have been reshaped by technological advancements and the financial crisis. Today, investors are looking not only for the advice of a trusted advisor but also for a more hands-on role in managing their financial future.

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Whitepaper | Determining the best FinTech solutions

Financial planning is constantly changing, and the most successful firms realize the importance of technology to their growth and client satisfaction. With so many FinTech solutions on the market today, how can you know which are the most fitting for your organization's workflow?

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Whitepaper | Good isn't good enough

As advisors dissect which method is best to deliver top-notch advice and grow their practice, it is crucial to understand how relying too heavily on the simpler goals-based planning method can be detrimental to advice quality.

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Whitepaper | Lessons from the data revolution

In today’s digital age, advisors are competing with much more than just the firm down the block. By leveraging innovations in planning technology and embracing opportunities created by AI, advisors can do far more, with far less.

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