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This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using the tool to switch (which might be a net positive for many of those advisors who have long complained (..)
We also talk about how Anh began her career as an attorney, but decided to move away from the more transactional short-term relationship of litigation, and then, it was while she was working for Goldman Sach’s Ayco, that she realized that she could have a greater impact on her clients’ lives through financial planning and ultimately decided (..)
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)
We also explore how, even though the auditing firm where Louis and his partner were employed was very interested in the prototype they built, they refused to purchase the product, which led Louis to a crossroads that ultimately led him to the decision to leave the firm and start his own financial planning practice, and how, even though Louis and his (..)
Long-term goals typically encompass retirement planning, wealth preservation and estateplanning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estateplanning and tax management.
Long-term goals typically encompass retirement planning, wealth preservation and estateplanning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estateplanning and tax management.
The phrase Wealth Manager has been used more frequently in the last decade and generally connotates an IAR who works with affluent clients or those with more complicated situations. These advisors may have a background in tax or small businessplanning, specialize in high-net-worth families or make sophisticated investment recommendations.
And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfoliomanagement software business, and really wasn’t where my passion was. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.”
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