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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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- client relationships
- college savings
- crisis management
Am I still going to need to amend the FAFSA a few months after filling it out because I just filed my taxes?
Beginning with the 2017-2018 academic year, the FAFSA will use a two-year lookback. For example, 2016 and 2017 tax information would be used for the necessary portions of the 2017-2018 forms. This will prevent the …
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- client relationships
- college savings
- crisis management
Significant changes have been made to the FAFSA form in the past year. What are some of those changes?
From 1992 until 2016, the FAFSA was filled out by parents after January 1 each year, based on the prior year’s tax forms and updated once taxes were filed. For example, the FAFSA due January …
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- client relationships
- financial advisors
- financial analysis tools
For Those About to Retire, Things Will Be Very Different
by Ryan W. Smith As the U.S. population ages, the likelihood of retirees outliving their retirement savings grows substantially. The long-term impact of the Great Recession of 2008 and 2009 devastated the accumulated wealth of …
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- client relationships
- crisis management
- financial advisors
What type of impact will Social Security cost-living-adjustment methodology changes have?
In late 2016, the Congressional Budget Office (CBO) revised its long-term outlook for Social Security. This move, lowering cost-of-living increase for future payouts, makes it more important than ever for advisors and investors to focus …
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- client relationships
- financial advisors
- financial analysis tools
How do Americans think they are doing regarding their retirement savings plans?
Many Americans are fully aware they are behind in retirement savings, while a small minority admits they do not know at all where they stand. According to the Investment Management Consultants Association (IMCA) in a …
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- client relationships
- financial advisors
- financial analysis tools
Are Americans and their financial advisors talking about retirement planning enough?
No, according to the Investment Management Consultants Association (IMCA) in a recent report detailing its yearly survey of 1,000+ members. The long-term impact of the Great Recession of 2008 and 2009 devastated the accumulated wealth …
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- client relationships
- crisis management
- financial advisors
Robo-Advisors Are Here to Stay
by Ryan W. Smith Technology has had a large impact on the financial advisory industry over the decades, with an outsized and growing influence in recent years. The rise of robo-advisors, the use of online …
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- client relationships
- financial advisors
- financial analysis tools
Are robo-advisors going to replace their human counterparts?
There is an emotional side to financial planning, a connection between advisor and client that robo-advisors can simply not duplicate. Life events like weddings, health issues, divorce, and retirement are among the specific situations where …
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- client relationships
- financial advisors
- financial analysis tools
Are robo-advisors full service wealth managers?
While robo-advisory services have had explosive growth in recent years, they typically only provide portfolio management services. They will most likely have a lower cost than human advisors, with some services allowing for tax concerns …