Last call: 5-Star Financial Planning Software and 5-Star CRM Platforms

Last call: 5-Star Financial Planning Software and 5-Star CRM Platforms
InvestmentNews’ inaugural 5-Star Financial Planning Software and 5-Star CRM Platforms is closing Friday.
FEB 08, 2024

Readers have until Friday to let InvestmentNews know how well their financial planning software and CRM platforms are doing.

As an added incentive, you will be entered for a chance to win one of five $50 Amazon gift cards.

Winners will be announced on the InvestmentNews website in May. 

Latest News

Raymond James reels in advisors managing $1B+ in Colorado
Raymond James reels in advisors managing $1B+ in Colorado

The latest arrivals, including a 10-advisor ensemble from Ameriprise, bolster the firm's independent contractor and employee advisor channels.

Shakeup at Athene as insurer names veteran Grant Kvalheim CEO
Shakeup at Athene as insurer names veteran Grant Kvalheim CEO

The firm has also appointed Mike Downing and Sean Brennan as co-presidents to its US operations as it looks to proceed with an ambitious five-year growth plan.

Advisor moves: RBC reels in $1.1B UBS megateam as UBS deepens Texas presence
Advisor moves: RBC reels in $1.1B UBS megateam as UBS deepens Texas presence

Meanwhile, Kestra partner Coastline Wealth Management passes a milestone in its geographic expansion with a former Ameriprise team in New York.

Health savings account contributions, investments can be boosted by one key thing
Health savings account contributions, investments can be boosted by one key thing

New research also reveals that one third of HSA holders withdrew more than they put in.

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased "highly aggressive and volatile" securities, according to the order.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave