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Good client care requires addressing all the emotional layers that come with financial planning.
May 2Altruist -
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Determining the client’s “need for speed” at the outset of the relationship goes a long way toward achieving peace of mind for them in tumultuous times.
April 20Biondo Investment Advisors -
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Advisors can now access model portfolios and client “Risk Numbers” from within the financial planning software.
June 17 -
Cardea Capital signs up for the technology just weeks after a rival attacked the fintech’s methodology and levied accusations of racism.
June 8 -
Firms affiliated with the broker-dealer can access the software for free through AdviceWorks.
January 19 -