About the author:
Rachel has a background in Advicent’s Training and Business Analysis teams. She has completed all of the coursework towards her CFP and plans to do the same for the ChFC. She genuinely enjoys planning and solving complex problems with financial technology, especially NaviPlan.
The hottest topic on this year’s financial advisor conference agenda has been the DOL’s fiduciary rule.
It is no secret that FinTech has fundamentally re-shaped not only how advisors interact with clients but also client expectations of the services offered.
Financial planning enterprises, despite their differentiators, at many times are plagued by the non-unique profitability killer of wasted time.
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