InvestmentNews' inaugural 5-Star Financial Planning Softwares and 5-Star CRM Platforms is now open.
Rate your financial planning softwares and CRM platforms by taking a few minutes to complete the survey.
As an added incentive, you will have a chance to win one of five $50 Amazon gift cards.
The survey closes on Friday, February 9.
Winners will be announced on the InvestmentNews website in May.
$1.7M invested from an inheritance. Then the phone went dead.
The pre-IPO platform sold $430M in units while allegedly rigging prices behind the scenes.
A Nationwide survey finds 47% of GLP-1 users have never discussed the drugs’ financial impact with an advisor, even as many dip into savings.
The hundreds of millions of dollars from a sale of Inspired Healthcare properties does not mean an immediate windfall for investors.
Its SEC filings said one thing - a congressional probe said another.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
