Displaying 391 results
Fidelity’s eMoney Advisor launches mobile app for financial plans
Formerly Project Avocado, the mobile app has been redesigned to focus on a client's financial health
“FPA must become more relevant to financial planners at every stage of their careers.”
Patrick Mahoney, new CEO of the Financial Planning Association, discusses the challenges and opportunities ahead for the FPA
Stress relief coming? 70% of Americans don’t see it soon
Fidelity survey finds a jump in planning, greater appreciation for family and friends
Future of financial planning takes emphasis off the assets
Morningstar conference panel touts niche practices and the personal touch
The InvestmentNews podcast: The future of financial planning
Hosts Jeff Benjamin and Bruce Kelly and fellow InvestmentNews reporter Emile Hallez discuss how living longer and getting a better sense of longevity are changing financial planning
Envestnet launches annuities on MoneyGuide platform
MoneyGuide users are now able to model various annuity strategies to identify and act on income gaps their clients may face
Envestnet MoneyGuide rolls out free data analytics tool for advisers
The new functionality provides metrics via a web-based dashboard
Increase client satisfaction through planning
New research shows a divide between the services financial advisers are providing and what clients value
Advisers must focus on health and empathy in the new normal
Clients are looking for advice on total health and well-being in a post COVID-19 world
Former FPA president criticizes board over Schadle’s departure
"If they’re firing her, they better fire themselves," Paul Auslander said
Schadle steps down as FPA CEO
Before becoming chief executive, Schadle served various leadership roles at the association for more than 20 years
What COVID-19 college refunds and online classes mean for 529 plans
Parents should consider putting partial refunds back into 529 accounts or applying it to fall tuition – unless students take a gap year
Allianz Life to use eMoney Advisor
The planning tool will help advisers explain the role of annuities in retirement
Economic turmoil challenges FIRE followers
The market sell-off means early retirees may find their finances strained
Financial planning evolves beyond investments in a COVID-19 world
From working remotely to minding mental wellness, advisers adapt to the new normal
Morningstar expands footprint with deal for Canadian financial planning technology
The purchase comes just months after Morningstar acquired an Australian tech company
CFP Board removes compensation descriptions from consumer website
Organization says the best way for clients to select an adviser is ‘to have a conversation’ with the adviser
Best Places to Work for Financial Advisers 2021
InvestmentNews’ fourth annual Best Places to Work for Financial Advisers highlights 75 advice industry firms that recognize the importance of a strong work culture. The firms’ profiles detail the HR policies and workplace practices they use to attract and retain skilled advisers, as well as changes they've made in response to the pandemic.
A new playbook for independent broker-dealer M&A
Everyone is up for sale at the right price – and private equity is buying
Shake-up at eMoney Advisor
The financial planning technology vendor is losing two executives from its sales team and refocusing development on its core products
