Matt is a 2009 graduate of the University of Michigan and has worked in multiple roles at Advicent. He loves talking about financial planning and the value it brings both to advisors and to their clients. When not discussing FinTech trends with advisors, he enjoys spending his time outdoors with his wife and their dog.
Millennials may need to be wary about their overreliance on robo-advice, as they appear to be investing with robo-advisors for a shorter period of time than those with traditional human advisors.
It might be time to consider making a distinction when talking about millennials. As New York Magazine points out, millennials seem to be splitting themselves into two categories: "Old Millennials" and "Young Millennials."
Leading with financial planning could be the key in not only making your firm stand out amongst this age group, but could also deepen relationships and reduce the amount of firms with whom HNWIs work.
While it may not be the most exciting topic for most Americans, providing debt management and budgeting advice for your clients may provide and unlikely avenue into financially serving high earning Millennials.
Despite being an incredibly large and diverse industry, the financial services profession does encounter a number of common challenges. In today’s blog, I will look at three of the most commonly discussed roadblocks and how Advicent solves for them.
Instead of limiting an advisor to a paper report, the Presentation Module allows an advisor to use NaviPlan in a more interactive fashion by showing prospects and clients different presentations to address various goals.
Facebook CEO Mark Zuckerberg spent multiple days fielding questions about cybersecurity from members of the house and senate, and here are some lessons to take away from those questions.
After the 2016 presidential election, results showed a win for the Trump/Pence ticket and control of both houses of Congress by Republicans. With these results, there seems to be a renewed optimism among some financial industry insiders that the DOL Conflict of Interest Rule could be repealed or significantly revised.
Maybe it is time to rethink what a financial plan means to a younger client.
Advisors need to start thinking about what they value about their own time and experience. How do your people drive your firm’s mission? What makes your expertise so much more valuable? How is your level of service so different from your competition?
It is that time of the year again. For CPAs and other advisors that do any sort of tax planning, March and April represent an extremely busy time of the year, packed with meetings and harping on clients to locate and share important financial documents.
A recent article from The Street discussed that the human lifespan may extend to 115 years. While human life expectancy possibly increasing is not surprising, the financial repercussions on one's retirement surely is.
During the first week of September, I was lucky enough to attend the 2018 Orion Ascent conference held in Miami. Here are my three biggest takeaways from the event.
There has never been a better time for an advisor to add financial planning to their firm, or to modernize and step away from their old spreadsheet system.
Despite all of the noise, there is one descriptor of a financial planning tool that stands out as the most important thing to consider.
When discussing the potential impact of the DOL fiduciary rule being delayed with my wife, she pointed out that the term “fiduciary” may not be seeping into the public sphere as much as I thought.
How much thought have you given to your digital footprint and digital strategy? Most advisors and financial institutions agree that online brand identity is important, but the extent to which it plays a role when consumers decide with whom to work may surprise you.