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Summary: A new report from Aite Group, Financial Planning at the Core: Current and Future Developments, finds that wealth management firms are embracing goals-based financial planning technology rather than the previous practice of separating goals-based and cash-flow planning software. Even firms that have heretofore focused on investment management for their high-net-worth clients are now embracing financial planning.
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Summary: Salesforce's latest update to Financial Services Cloud, the version of its client relationship management technology tailored to wealth managers, introduced new features, analytics and integrations that the company said will bridge the gaps between financial advice, insurance and banking.
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Summary:I thought you might be interested in what financial advisors are thinking and feeling and saying to their clients during a traumatic time in the world economy. You've probably seen some of these financial train wrecks in history videos on YouTube: the soup lines of the Great Depression, stagflation and oil shocks during the 1970s, Black Monday in 1987 and the tech wreck that started in March of 2000 and was made worse by 9/11 the following year.
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Summary: Even though the rule is dead, with little signs of life in the near future, the ruling affected how advisors approach investment selections as well as modes of compensation. The average investor is becoming more educated when it comes to their investments, which is long overdue. Investors are becoming aware of fees and the idea of conflict-free advice. This much welcomed empowerment of the investor has pressured advisors to take a deeper look at how they’re investing clients’ money and at what compensation the advisor is getting.
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Summary: It’s easy to put the blog at the bottom of the priority list. Is it really attracting new clients? How is it driving business? You might start to wonder if it’s worth all the effort.
