Author: AdvisoryWorldAdmin
Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
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Mistakes that Clients Make While Saving for Retirement
The path leading up to retirement is an exciting time for any client, but even the savviest people are prone to human error—financial advisors see it all the time, many times people miscalculate or overlook …
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Probate: The Things Your Clients Need to Know
At some point, every estate planning client will inevitably ask if they should avoid probate—some even naming avoidance of probate a priority in their estate planning goals. Legally speaking, probate is the process of clearing …
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Financial Planning: A Goals-Based Perspective
In short form, the idea behind goals-based financial planning is short and sweet—the process of identifying and quantifying your client’s financial planning goals (emergency fund, retirement, children’s education, etc.), and then designing an investment plan …
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Ensuring Perfect Estate Planning For Members of the Military
Too often, estate planning mistakes happen—failure to execute the last will and testament, someone forgets to update beneficiary information on life insurance or qualified retirement accounts, etc. Fortunately, skilled estate planning attorneys are more than …
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Applying Technology to the Financial-Planning Industry
Financial planning services have long been geared towards the people that require the least financial advice—people who often satisfy the minimum investable assets requirement. This misses out on a huge opportunity for firm growth, as …
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A New Way to Know Your Wealth Management Clients
It’s important for financial advisors to pursue a complete picture of their clients. However, this is not always as simple as it sounds. The typical industry standard is only to be concerned about whether or …
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A Fire Drill For Unconstrained Bond Funds
The Federal Reserve is expected by many in the financial sector to begin increasing interest rates soon, and financial planners should be prepared for investors to look to managers of these unconstrained bond funds to …
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The Top Estate Planning Tasks after a Client’s Divorce
It’s never a good idea to broach the subject of estate planning when a client is facing a divorce. Many times they are overwhelmed and focused on the problems at hand. It’s a difficult time …
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Estate Planning: The Essentials
While implementing thoughtful estate planning for their clients, financial advisors must remain steadfast in their efforts to get certain documents in place. It’s crucial early on to get client’s estate planning documents in order—while both …