Have you been hearing the latest buzz about "household-level portfolio management"? You may be wondering – What is it? How do you do it? And, why does it matter?
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.
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.
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®!
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.
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.
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.