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

Younger Americans are changing the dynamics of IRAs
Younger Americans are changing the dynamics of IRAs

Millennials, Gen Zs are not following the preferences of older generations.

How does your schedule stack up against a typical advisor?
How does your schedule stack up against a typical advisor?

Report reveals how advisors in RIAs, broker-dealers split their time.

Global stock selloff continues into a third day
Global stock selloff continues into a third day

Tariffs are the focus as risk aversity intensifies.

Gold sets new record at $3,077 as trade war fears rise
Gold sets new record at $3,077 as trade war fears rise

Havens are in demand as investors weigh likely impact of tariffs.

Why value stocks are beating growth stocks right now
Why value stocks are beating growth stocks right now

Investor concerns have triggered the rotation, although 'the bar is low'.

SPONSORED Retirement plan balances are flourishing. Why are so many advisors missing out on a $3 trillion opportunity?

Participants who receive professional 401(k) advice see higher returns on average, net, than those who don't.

SPONSORED Focus on clients, not compliance – why Gary Corderman found his fit with Farther

This wealth management platform finally delivers on the technology promises other firms couldn't - giving advisors a better way to scale and serve