Account Aggregation vs. Smart Household Management: Going beyond a view to action

1/7/20 8:30 AM / by Jack Sharry posted in Advisors, Financial Planning, Householding

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Improved financial outcomes are what investors want and need when it comes to their household portfolio. However, some think simply aggregating the multiple accounts found in most households will help clients improve the chances of achieving their objectives.

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How to talk to clients about tax-smart investing

12/23/19 9:30 AM / by Steve Zuschin posted in Financial Planning, Householding, Tax-Efficient Investing

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No investor can escape taxes. Most investors try to forget about taxes until it’s time to file their returns, but by that time, it is often too late to implement any strategy to reduce the amount owed. That’s where advisors can help.

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What is householding?

12/10/19 12:35 PM / by Jack Sharry posted in Advisors, Financial Planning, Householding

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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?

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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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