Helping Financial Advisors Understand Student Loan Repayment Options

Understanding Student Loan Repayment

Today’s students are faced with a tough situation when it comes to student loan repayment. I’ve witnessed firsthand just how urgently young students need something different from what the financial industry is currently offering. I’ve also seen how impactful sound financial advice can be at this point of a young adult’s life. Financial advisors who…

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Financial Planning Trends to Keep an Eye on in 2020

2020 Financial Planning Industry Trends

We’ve been reflecting on the most prominent issues that have reshaped how advisors approach their craft in recent years. Yes, we’re thinking about robo-advisors, but beyond that, we’re also interested in the implications of a decade-long bull market, demographic changes, and the persistent stream of advisors summoning the courage to strike their own path. How…

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Using Account Aggregation in Financial Planning to Grow Your Firm

Financial Account Aggregation for Growth

Over the 20 years since its advent, account aggregation has evolved significantly, making it one of the most robust client service tools CFP® practitioners can use. What was once simply a way to track investments has become an indispensable tool in the delivery of comprehensive financial advice. Demand for account aggregation is driven by our…

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5 Easy Steps to Building Financial Planning Relationships Across Generations

5 easy steps to building relationships across generations

As the $60 trillion wealth transfer from Baby Boomers to Gen X/Y draws near, it is important for financial advisors to prioritize family financial planning. The opportunity to engage clients’ children is significant: When surveyed, 42 percent of Gen X/Y participants did not currently employ an advisor, and 49 percent said they are likely or very…

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All in the Family: Engaging the Next Generation of Investors

Leveraging Technology to Engage the Family in Financial Planning

What do Charlie Sheen, Miley Cyrus, and Peyton and Eli Manning have in common? They all grew up in the limelight and followed their famous parents into entertainment or athletics. The world knows these celebrities now as famous actors, athletes, and singers. But before their children were famous, we watched Martin Sheen trek through Vietnam, Billy…

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