Blog Archives

Magellan Strategic Planning Conference Moves to Virtual Interactive Experience for 2020

10/29/2020

Joe Lukacs (“Coach Joe”), founder of the Magellan Mastermind & Network, is hosting the 19th Annual Strategic Planning Conference as a fully virtual event this year. The Strategic Planning Conference will run from December 15-18, 2020. This five phased, proven program is geared towards helping financial advisors create strategic business plans that can provide the competitive advantages they need to excel in 2021 and beyond.

New “Playbook Portfolios” will Revolutionize How Financial Advisors Do Business

10/29/2020

Oranj announced that Playbook Portfolios will launch in the coming weeks. This new program, the first of its kind in the financial services industry, will provide easy access to portfolios built by independent third-party strategists. Playbook Portfolios, available exclusively on the Oranj platform, will revolutionize investment management for financial advisors.

Holistiplan Partners with Redtail Technology to Streamline the Process of Analyzing Tax Returns

10/28/2020

Holistiplan announced a new partnership with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial advisors. Through this new integration, financial advisors can send household information to Holistiplan to avoid dual data entry.

5 Steps for Creating a Financial Plan from Yardley Wealth Management

10/28/2020

In a year of epic surprises, investors have taken a ride with the stock market’s volatility, found ways to cope with new realities and living in the midst of a pandemic, turned more attention than usual to the ongoing civil unrest, and continue to speculate regarding the meaning of 2020’s unprecedented voter turnout and the presidential election.

Holistiplan’s Innovative Tax-Planning Software is Latest Value-add to Carson’s Tech Stack

10/20/2020

Holistiplan co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP®, today announced that Carson Group will integrate Holistiplan’s award-winning comprehensive tax planning software into its tech stack. The Holistiplan subscription costs are covered in full for all Carson Partners. Earlier this year, Holistiplan launched with a select group of Carson Wealth private clients to unveil tax planning opportunities.

Intercontinental Wealth Advisors Offers Perspective on “New Normal” Investment Landscape

10/20/2020

Intercontinental Wealth Advisors, and related companies, which manage more than $1 billion in assets for individuals, families and institutions, has published a special report, The Dangers and Challenges of Investing in a Low Interest Rate Environment: Navigating the New Normal as an Accredited Investor Today.

Oranj Adds Reporting Feature to its Platform for Financial Advisors

10/8/2020

Oranj announced the launch of its new Investment Reporting feature on the Oranj platform. The Oranj Investment Reporting feature is designed to be straightforward, with easy-to-produce and explain investment reports that deliver the details that matter to clients.