Brian started his career working for a large insurance and investment company located in Milwaukee, WI, where he was one of the top financial representative interns in the country.
Many Americans may be hesitant to reach out to seek the aid of a financial advisor. This is not necessarily a reflection of the advisor, but rather a byproduct of commonplace misconceptions about financial planning.
In my 5 years with Advicent I have had the opportunity to attend many industry conferences. Earlier this year, I attended my second TD conference in Orlando. Here are a few things I learned during my time there.
With recent events like the huge Equifax and Home Depot cyberattacks, cybersecurity has moved to the top of everyone’s priority list, including regulatory firms like FINRA and the OCIE.
As we sit in the limbo that is the future of the DOL rule, many financial firms are preparing for the industry change. In this preparation, many firms are taking a long, hard look at financial planning software for their practice.
The January 2016 AICPA Advanced Personal Financial Planning Conference was a great opportunity to learn more about where the industry is headed and show off the financial planning solutions from Advicent at our new booth.
We are currently six months away from the new DOL fiduciary standard taking full effect, which means many firms are looking for ways to incorporate financial planning into their existing practices.
At Advicent, we believe everyone deserves a financial plan, and we provide technology that enables advisors to bring their financial planning practice into The Digital Revolution with state-of-the-art tools.
NaviPlan is an unparalleled planning tool, and its power comes from the ability to create multiple plans to compare side by side with different outcomes and events in each plan.