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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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- baby boomers
- client relationships
- financial advisors
The overall marketplace for affluent Millennial investors isn’t very big yet, is it? Is it?
Global X Management’s commissioned report, “Getting to Know Gen X and Millennial Investors,” broke affluent Millennials, those with over $100,000 to invest, into two categories: “Builders” and “Adrenaline Techies.” Builders have just begun to save …
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- baby boomers
- client relationships
- financial advisors
Are affluent members of the Millennial generation showing any common investment habits?
Yes, one of the main findings of the report, “Getting to Know Gen X and Millennial Investors,” commissioned by Global X Management with research from ORC International, was that when grouped by wealth and age, …
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- baby boomers
- client relationships
- financial advisors
One of the biggest wealth transfers in history has already started. What impact does this have on the recipients?
Baby Boomers, long the prize of the investment advisor community, are beginning to retire in droves, with many estimates putting the number as high as 10,000 new retirees per day, a trend expected to continue …
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- client relationships
- financial advisors
- financial analysis tools
Momentum Trading Versus Value Investing
by Ryan W. Smith Two of the most popular trading strategies have seemingly gone head-to-head for decades with no clear winner in sight. Research has also not proven out a clear winner between Momentum Trading …
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- active management
- client relationships
- financial advisors
What is the difference between Momentum Trading and Value Investing?
Momentum Trading is a strategy in the investment world were traders will only concern themselves with the “hot picks” of the day, the high percentage and volume movers of that trading session. Traders in this …
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- Advisor Proposals
- Client Proposals
- client questionaire
AdvisoryWorld Launches Acquire, a New Lead Generation Tool for Financial Advisors
Extends AdvisoryWorld’s Technology Suite to Support Advisors’ Practices from Prospect Lead to New Client and Beyond LOS ANGELES, CA – February 14, 2017 – AdvisoryWorld, a leading software provider for financial advisors, today announced the …
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- client relationships
- educational savings
- financial advisors
FAFSA Changes Impact Strategies to Save and Pay for College
by Ryan W. Smith The Free Application for Federal Student Aid (FAFSA) has become an annual rite for all college-bound students since its creation in 1992. The form, which parents fill out annually with income, …
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- client relationships
- educational savings
- financial advisors
I have a 529 plan in my child/grandchild/sibling’s name. How will FAFSA changes impact that account?
There are two main aspects of FAFSA and 529 College Savings Plans that are impacted by the FAFSA changes. The first deals with the Expected Family Contribution (EFC) amount derived from FAFSA information. The EFC’s …
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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 …