Blogs By Author | NaviPlan by InvestCloud

Video | NaviPlan quickstart: The five-minute retirement report

In this video, learn how to create a complete Retirement Objective Coverage report in just five minutes using NaviPlan starting in the Guided Retirement tool and promoting up to a level two plan.

eBook | 7 ways to step up your client events

Download our free eBook and start fostering stronger client relationships through events today.

Advicent makes the comprehensive planning experience more intuitive with release of NaviPlan 19.0

Advicent, an industry-leading provider of financial planning technology, has released NaviPlan 19.0, which contains several upgrades designed to make this highly versatile financial planning software even more intuitive for users.

Whitepaper | Shifting tides: Setting the modern advisor up for success

Firms face a multitude of roadblocks created by organizational processes, evolving investor demands, and the industries in which they operate. In order to achieve growth and success, firms must equip advisors with the tools to overcome these challenges.

Whitepaper | Embracing the Third Wave of financial planning

We have entered a new, Third Wave of financial planning where previously separate philosophies have started to merge and work alongside client-facing FinTech innovations to elevate the advice provided by advisors.

Whitepaper | A decade of disruption

In the last decade, investor expectations have been reshaped by technological advancements and the financial crisis. Today, investors are looking not only for the advice of a trusted advisor but also for a more hands-on role in managing their financial future.

Whitepaper | The importance of client journey mapping and how to get started

Download our whitepaper to learn more about the benefits of client journey mapping and how to start the process.

Whitepaper | Determining the best FinTech solutions

Financial planning is constantly changing, and the most successful firms realize the importance of technology to their growth and client satisfaction. With so many FinTech solutions on the market today, how can you know which are the most fitting for your organization's workflow?

eBook | Financial advisors' guide to impactful digital marketing

Investors today are seeking a whole new level of connection with their finances and advisors, and the demand for financial advice has reached a new peak. To take advantage, firms need to be sure their digital marketing strategies are in order and ready to enable growth.

eBook | Creating a 2021 business plan

What do you want to achieve professionally in 2021? Creating a business plan can help advisors and firms identify actionable goals to drive growth in the business.

Whitepaper | Embracing technology to connect with high-net-worth clients

Many advisors who serve HNW clients believe that harnessing technology is the key to growing their practices. Still, fewer than 50 percent of HNW clients are satisfied with their mobile and online financial platforms, presenting a key opportunity for wealth management firms.

The Planning Desk Episode 5 | Staying prepared for industry shifts

With a tax proposal from the new administration revealed, what should advisors be doing to educate themselves and their clients amid legislative and regulatory shifts common in the industry? How can FinTech help during times of change?

Anthony Stich joins TacoTech podcast with Torie Happe and Johnny Sandquist

On the latest episode of the TacoTech podcast, Anthony Stich joins FinTech industry experts Torie Happe and Johnny Sandquist to discuss building the NaviPlan brand and what to watch in the wealth management space.

eBook | Going remote: How-to guide for connecting with clients and delivering engaging advice

With client expectations evolving and the client experience undergoing alterations, advisors must learn how to connect with their clients and continue delivering engaging advice.

eBook | Tradeshow and conference best practices

With the recent widespread shift to virtual events and in-person events ramping back up, it's time to reassess how many to attend and how to maximize the value of industry events.

How advisors can get the most out of industry conferences

Whether you are an advisor eagerly awaiting the return of industry conferences or looking to attend an event further down the road, here are three tips to ensure you maximize the value from an in-person industry event.

How institutions can tee-up for success in 2021

Regardless of how well an institution responded in 2020, the start of a new year offers another opportunity to tee-up your ball and be in the best position for success on the road ahead.

Anthony Stich featured on The Advisor Lab podcast

Anthony Stich recently joined Alex Cavalieri and Alison Tyler on The Advisor Lab podcast to discuss some of the biggest hurdles facing advisors in the third wave of financial planning and beyond.

How APIs impact the financial planning process

In the financial planning process, APIs provide an exceptional opportunity for organizations, advisors, and their clients.

Mid-year marketing ideas for financial advisors

With nearly half of 2021 in the rearview, now is a great time for advisors to look at their progress and explore new marketing ideas for the future.

The HNW financial lessons that can be taken from football

Football and finance. What could these two possibly have in common? Turns out, it helps shed light on a few important lessons for HNW advisors.

Video | Advicent featured on FinTech TV's Disruptors Series

FinTech TV, the leading video platform for financial services professionals, recently featured Advicent on their Disruptors video series, which sheds light on innovative FinTech companies.

eBook | An advisor's guide to Twitter

Download our free eBook to learn how to engage followers, share value, and build brand recognition on Twitter.

eBook | 5 simple digital marketing tips for advisors

Download our free eBook to start engaging more leads with these simple digital marketing tips.

Advicent partner Janney Montgomery Scott wins WealthManagement.com award for NaviPlan implementation

Advicent would like to congratulate our partner Janney Montgomery Scott for recently winning the 2018 WealthManagement.com Industry Award for Technology based on its utilization of NaviPlan® financial planning software.

5 key wealth management trends ahead of 2020

The wealth management industry's leading benchmark report shows a crucial set of consumer demands and the path for which firms can meet the evolving needs of the market.

Reg BI has arrived: What to know about the new standards

It has been 391 days since the Securities and Exchange Commission introduced a new set of standards for broker-dealers, registered investment advisors (RIAs), and dual registrants. On June 30, the Reg BI rule went into effect, ensuring brokers are acting in the best interests of their clients.

Healthcare hurdles a top concern for retirees

Recent insights on the trends and challenges that U.S. investors are facing with healthcare expenses paint a surprising picture and present an opportunity for advisors.

Whitepaper | Define your process, create a workflow, and implement for results

Processes surround us daily, whether you realize it or not. By defining your process and creating consistent workflows, you can remove the barriers between doing what you do best: delivering meaningful financial advice, demonstrating your gamma, and growing your practice.

Whitepaper | How to increase your share of wallet in an industry with emerging digital competitors

Download our whitepaper to ensure you are thoroughly evaluating prospective FinTech vendors to meet all the needs of your bank and clients.

Whitepaper | Providing higher value to clients by utilizing Monte Carlo analysis

Download our whitepaper to learn more about the benefits of utilizing Monte Carlo to differentiate your business from the competition.

Whitepaper | Recruiting the next generation of financial advisors

Advisors are retiring in record numbers with fewer young professionals stepping in to take their place. This shortage has made it increasingly difficult to recruit and retain new talent. Where does the search begin when your firm has a need to hire a financial advisor?

Whitepaper | Good isn't good enough

As advisors dissect which method is best to deliver top-notch advice and grow their practice, it is crucial to understand how relying too heavily on the simpler goals-based planning method can be detrimental to advice quality.

Whitepaper | Lessons from the data revolution

In today’s digital age, advisors are competing with much more than just the firm down the block. By leveraging innovations in planning technology and embracing opportunities created by AI, advisors can do far more, with far less.

Whitepaper | Deep impact: Three critical steps to creating an effective digital strategy

Technology is the table stakes in this new era of financial planning, one where advisors must embrace innovation to move forward. But how does an advisor begin creating an effective digital strategy at their firm?

Anthony Stich joins Power Your Advice podcast with Doug Heikkinen

On the latest episode of the Power Your Advice podcast, Anthony Stich joins Doug Heikkinen to discuss the impact of COVID-19 on the financial services industry, how client expectations are changing in the Third Wave of financial planning, and how Advicent fits into the picture.

Retirement planning accuracy becomes key with future of Social Security in question

The news of Social Security facing depleted funds by 2035 serves as an excellent reminder to both advisors and clients that accuracy in retirement planning is key.

Catering to high-net-worth estate planning needs

As ultra-high-net-worth clients get closer to their sunset years, concerns over minimizing potential estate taxes become a very real question. NaviPlan® financial planning software can help answer those concerns with its various estate strategy and modeling options.

Relationships matter to HNW clients

Advisors need to remember that the ultimate goal of technology should be to improve the connection their clients have with their finances and the strength of the client-advisor relationship.

Consumers still prefer a human component in their financial advice

With FinTech innovations such as robo advice and cryptocurrency constantly appearing in headlines, it makes sense to think that the days of the human advisor are numbered right? Not necessarily.

How NaviPlan supports the CARES Act

With a majority of U.S. individuals having received their payment from the CARES Act, here is how NaviPlan supports additional changes of the stimulus package.

How APIs help eliminate inefficiencies in the financial planning process

How can firms continue to leverage the power of technology in the financial planning process, but eliminate crippling inefficiencies? For firms anywhere from the enterprise to the independent level, utilizing APIs is the answer.

Anthony Stich featured on debut episode of The Authority video series by Iris.xyz

We are excited to share that the debut episode of Iris.xyz’s new video series The Authority is now available, featuring Advicent COO Anthony Stich as the premiere speaker.

Anthony Stich joins Jamie Hopkins on Framework podcast

Advicent COO Anthony Stich recently joined industry expert Jamie Hopkins on his Framework podcast to discuss all things FinTech and financial planning.

Video | Enterprise FinTech adoption and the Partner Experience Program

FinTech TV, the leading video platform for financial services professionals, recently highlighted Advicent in a segment covering FinTech adoption in enterprise companies.

Video | Building a process-driven practice with NaviPlan

Firms of all size across the globe often struggle with inefficient processes, which can cause many other problems throughout the organization. Among the most common are wasted time, reduced revenue, and squandered profits.

eBook | 6 reasons advisors should blog and how to get started

Download our eBook to learn more about the benefits of blogging and how to get your blog off the ground.

Whitepaper | New realities in retirement

The financial tastes of tomorrow’s retirees are changing and for advisors to elevate their appeal to these investors, evolution is required.

Understanding why high-net-worth investors love student housing

As an advisor, understanding how clients think about money is essential to not only provide good advice but also to attract new clients. This is especially true for high-net-worth (HNW) clients, who tend to look at certain factors when making investments or other financial decisions.

Top 4 things the financial services industry learned in 2020

While many may view 2020 as a year to forget, events of this year have spurred growth and innovation in the FinTech industry, accelerated the adoption of remote client engagement, and emphasized the value of both financial professionals and comprehensive plans.

Tony Stich on the evolution and future of financial planning | Modern Advisor Podcast

Tony Stich joins Mike Langford on the latest episode of the Modern Financial Advisor podcast to discuss the evolution and future of financial planning.

Video | The changing expectations of financial planning

Catching up with InvestmentNews at the 2020 T3 Advisor conference, Advicent COO Anthony Stich makes the case for advisors to be more comfortable charging for financial planning services.

Video | How can you monetize your practice and demonstrate your gamma?

At the 2019 MarketCounsel Summit, Advicent COO Anthony Stich caught up with InvestmentNews to discuss what financial advisors can do to stand out as the industry continues to become commoditized.

Video | How a decade of disruption has transformed financial advice

The past decade of FinTech disruptions has transformed the way advisors provide advice and how firms approach technology.

Video | Evolution of FinTech over a decade of disruption

At the Asset TV studios in New York, Advicent COO Tony Stich reflects with Remy Blaire on the past decade of FinTech disruptions, what will be in store for the next decade, and how advisory practices can remain competitive moving forward.

Video | A Decade of Disruption: From financial crisis to FinTech domination

Born out of the ashes of the 2008 financial crisis, technology has helped the financial services industry tremendously, especially around client expectations. At the recent Wealth/Stack 2019 conference, Advicent COO, Tony Stich, discusses how this phenomenon has driven the industry forward digitally.

Video | The evolving FinTech trends that are driving a new wave of financial planning

At the recent Money 20/20 USA Conference, Advicent COO Tony Stich sat down with MEDICI Studio to discuss how evolving FinTech trends such as client portals and APIs are driving a new wave of financial planning.

Video | Why data will drive the next decade of disruption

When it comes to the financial services industry, data is the new oil. Advicent COO, Tony Stich, discusses how the next decade of disruption will focus on effectively using data to drive great client experiences.

Video | Tom Burmeister moderates financial planning roundtable hosted by JConnelly

Tom Burmeister recently moderated a financial planning-focused press roundtable hosted by JConnelly. Topics discussed include client expectations shifting during the pandemic, the FinTech strategies firms can embrace to meet evolving investor needs, and more.

Video | The magic bullet: Leveraging technology to provide better plans

At the recent T3 Advisor conference, Advicent COO Anthony Stich chats with FinTech TV’s Jenna Dagenhart on how leveraging technology to provide better plans is the magic bullet for advisors moving forward.

eBook | An advisor's guide to social media

Social media has become an essential tool for advisors to connect with others and enhance their brand. This guide will give you a set of best practices to build strong brand recognition, make strategic connections, and prospect for future clients on various social media platforms.

Articles by Kelton Corcoran

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