About the author:
Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
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.
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.
Advicent would like to congratulate our partner Janney Montgomery Scott for recently winning the 2018 WealthManagement.com Industry Award for Technology based on its utilization of NaviPlan® financial planning software.
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.
With FinTech innovations such as robo advice and cryptocurrency constantly appearing in headlines, it makes sense to think that the days of the human advisor are numbered right? Not necessarily.
Download our free eBook to learn how to engage followers, share value, and build brand recognition on Twitter.
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.
How can firms continue to leverage the power of technology in the financial planning process, but eliminate crippling inefficiencies? For firms anywhere from the enterprise to the independent level, utilizing APIs is the answer.
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.
The news of Social Security facing depleted funds by 2035 serves as an excellent reminder to both advisors and clients that accuracy in retirement planning is key.
Football and finance. What could these two possibly have in common? Turns out, it helps shed light on a few important lessons for HNW advisors.
As an advisor, understanding how clients think about money is essential to not only provide good advice but also to attract new clients. This is especially true for high-net-worth (HNW) clients, who tend to look at certain factors when making investments or other financial decisions.
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.
FinTech TV, the leading video platform for financial services professionals, recently featured Advicent on their Disruptors video series, which sheds light on innovative FinTech companies.
Firms of all size across the globe often struggle with inefficient processes, which can cause many other problems throughout the organization. Among the most common are wasted time, reduced revenue, and squandered profits.
FinTech TV, the leading video platform for financial services professionals, recently highlighted Advicent in a segment covering FinTech adoption in enterprise companies.
At the recent T3 Advisor conference, Advicent CEO Angela Pecoraro sat down with Matt Ackermann of InvestmentNews for a conversation on the Third Wave of financial planning we have entered in 2019 and how advisors can embrace the new era.
Advicent COO Anthony Stich explains how firm strategies, advisor workflows, and client expectations have evolved over the past ten years and how the next wave of financial planning practices will ultimately return greater financial planning autonomy to advisors.
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.
At the recent Money 20/20 USA Conference, Advicent COO Tony Stich sat down with MEDICI Studio to discuss how evolving FinTech trends such as client portals and APIs are driving a new wave of financial planning.
We have entered a new, Third Wave of financial planning in 2019 where previously separate philosophies have started to merge and work alongside client-facing FinTech innovations to elevate the advice provided by advisors.
Many advisors who serve HNW clients believe that harnessing technology is the key to growing their practices. Still, fewer than 50 percent of HNW clients are satisfied with their mobile and online financial platforms, presenting a key opportunity for wealth management firms.
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.
Advisors are retiring in record numbers with fewer young professionals stepping in to take their place. This shortage has made it increasingly difficult to recruit and retain new talent. Where does the search begin when your firm has a need to hire a financial advisor?
The wealth management industry's leading benchmark report shows a crucial set of consumer demands and the path for which firms can meet the evolving needs of the market.
With the holidays upon us and the end of the year just around the corner, advisors should be looking to take advantage of this season to engage with their clients on a variety of planning topics.
While the holiday season can get busy when serving last-minute client needs, do not forget about the importance of client outreach during this time of the year.
New challengers have emerged in the fight against Reg BI and new resources have been made available to help broker-dealers prepare their practices for the new rule.
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.
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.
When it comes to the financial services industry, data is the new oil. Advicent COO, Tony Stich, discusses how the next decade of disruption will focus on effectively using data to drive great client experiences.
Advicent's vice president of financial planning, Tom Burmeister, discusses how APIs are revolutionizing client experiences in the financial services industry.
Born out of the ashes of the 2008 financial crisis, technology has helped the financial services industry tremendously, especially around client expectations. At the recent Wealth/Stack 2019 conference, Advicent COO, Tony Stich, discusses how this phenomenon has driven the industry forward digitally.
On June 5, 2019, the Securities and Exchange Commission officially voted in the Regulation Best Interest rule to bring a new set of standards to broker-dealers. While the official document comes in at a hefty 771 pages, here are some of the highlights that broker-dealers need to know about the new Reg BI rule.
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.