Banco Popular de Puerto Rico

Emulating traditional advisors, digital advisors are moving in the direction of planning offerings and advisor-client contact (albeit virtual).

Turning loss into profit in down markets can seem like magic to some clients.

Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”

Your goal should be a visually compelling site with brief, concise content that immediately tells a visitor who you are, says marketing expert Dan Sondhelm.

It has taken me eight years of conscious work to be able to discuss this topic so frankly.

Your participation in the latest Financial Planning Tech Survey will allow us to analyze and provide valuable information about industry trends. For each completed survey, we will donate $10 to Direct Relief to help in the fight against COVID-19.

With fewer people investing in active strategies and more options to choose from, competition is extremely fierce.

Most planners have navigated major market events before. Others, like me, have not yet seen anything like this in our adult or professional lives.

These direct payments are intended to provide direct assistance to American taxpayers who have lost wages, jobs or opportunities because of COVID-19. But there is some fine print.

As financial professionals we are not immune to anxiety — we are just informed and that’s a value-add for clients.