5 Key Takeaways from Schwab IMPACT 2019

11/11/19, 12:13 PM / by Steve Zuschin posted in Advisors, Digital Advice, Event

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Leveraging technology to grow an advisor’s business was the main theme of this year’s event. Each session touched on a mixture of what’s coming next year, which technology applications will take advisors’ practice to the next level, and how advisors can use digital marketing tactics and strategies to attract new clients.

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How advisors can develop a strong LinkedIn presence

11/7/19, 2:29 PM / by Matt Nollman posted in Personal Branding, Digital Advice, Social Media

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LinkedIn is a powerful social media channel for business. With a strong plan and a long-term commitment, LinkedIn can help advisors increase visibility and boost their reputation. Advisors should play to their strengths on the platform, sharing content that positions them as a leader on topics that differentiate their practice.

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Setting the Standard: LifeYield Wins 2019 Solutions Provider of the Year

10/17/19, 10:35 AM / by Jack Sharry posted in Announcements

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We are proud to announce we received the top prize from the prestigious Money Management Institute (MMI)/Barron’s Industry Awards as “Solutions Provider of the Year” for LifeYield Income Advantage®!

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A disruptive look at the confluence of digital and human advice

9/27/19, 10:05 AM / by Jack Sharry posted in Advisors, Digital Advice, Financial Planning

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Earlier this year, industry leader Steve Gresham and I engaged with InvestmentNews to host roundtable conversations with the architects, builders and champions of tech-enabled platforms that are powering the future of financial advice.

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Closing the gap between perception and reality in financial planning

9/26/19, 4:14 PM / by Jack Sharry posted in Digital Advice, Financial Planning

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The rumored multiples paid for the recent purchases of financial planning firms like MoneyGuidePro and Advizr — 25 times revenue — have been eye-popping. Envestnet reportedly spent over $500 million for MGP, while Orion paid $50 million for Advizr.

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How to create a tax-smart retirement paycheck

9/25/19, 4:31 PM / by Steve Zuschin posted in Tax

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You are seeing more news about how to generate retirement income efficiently and effectively. LifeYield and the Black Diamond Wealth Platform have partnered to help advisors show clients how to improve after-tax results while accumulating assets when drawing income. We asked LifeYield executive Steve Zuschin to address the benefits of managing multiple accounts in a risk-smart, tax-smart way, including asset location and tax-smart coordinated withdrawals.

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Digital plus human equals the future of advice

8/12/19, 12:30 PM / by Jack Sharry posted in Advisors, Digital Advice

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Speculation about the future of advice will never end, and with good reason: The future is unpredictable. But when the future conversation about the future focuses solely on technology and the disruptions that will emerge as a result, we lose sight of the common thread that weaves through investing's past, present and, yes, future: people.

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