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Figlo Swings for the Fences Against Financial Planning Software Heavyweights

Figlo Swings for the Fences Against Financial Planning Software Heavyweights

Posted by on Dec 6, 2015 in Financial Planning, Software Review

Earlier this year, we held a financial planning software throwdown here at Wealth Management Today between eMoney Advisor and MoneyGuidePro—two of the most popular financial planning applications on the market. We scored both packages on a five-point scale in seven categories: user experience, client portal, planning, analytics and reporting, integrations, security and cost. Both tools scored […]

Envestnet Advisor Summit 2015 Quick Twitter Recap – Day 2

Envestnet Advisor Summit 2015 Quick Twitter Recap – Day 2

Another jammed-packed day of advisor information at the Envestnet Advisor Summit 2015 from a very sunny Chicago.  It was 80 degrees outside yesterday, but for the 1,600 advisors attendees here, it was cool and comfortable as they soaked up the tips, instructions and best practices for Envestnet’s ever-growing suite of products and services. Take a […]

Envestnet Advisor Summit 2015 Fast Twitter Recap – Day 1

Envestnet Advisor Summit 2015 Fast Twitter Recap – Day 1

I’m here is sunny Chicago, enjoying the unusually nice weather, deep dish pizza and Goose Island beer, while attending the Envestnet Advisor Summit 2015.  This is a quick overview of some of the key information presented during the first day of conference. Follow us on Twitter to get live updates from the next two days […]

5 Epic Hollywood Estate Planning Fails

5 Epic Hollywood Estate Planning Fails

Posted by on Mar 5, 2015 in Financial Planning

Hollywood is a dreamscape where unknowns venture to become movie stars and millionaires. Few make it and unfortunately, those lucky few who are catapulted into stardom often condemn their loved ones to near-eternities of easily avoidable litigation. More often than not, with millions of dollars raining down upon them, actors often become casualties of sloppy […]

eMoney Advisor vs. MoneyGuidePro: Which is the Best Financial Planning Software?

eMoney Advisor vs. MoneyGuidePro: Which is the Best Financial Planning Software?

Posted by on Feb 4, 2015 in Financial Planning, Software Review

As the digital revolution continues to disrupt business models across all verticals, financial planning is one area where technological advancement is key. Wealth managers with more powerful financial planning tools that can create stronger client engagement will have a competitive advantage. Financial advisors are already inundated with endless streams of information and marketing messages.  And […]

The Top 10 WMToday Posts from 2014

At the end of every year, we compile a list of the most popular posts that were published on WM Today. It’s a great way to look back on what happened this year, and an insight-packed view of what really resonates with our readers. 10. Going Mobile: Review of AssetMark’s New iPad App As part […]

Orion Advisor Services Pumps Up Financial Planning with ASI Integration

Orion Advisor Services Pumps Up Financial Planning with ASI Integration

Posted by on Apr 7, 2014 in Financial Planning, Software Review

I have been writing for a while about the trend of advisors moving away from stand-alone investment advice and more towards a household-level, holistic approach to managing client wealth.   Of course, the right tools must be available to them for this approach to work and they must be able to scale with their business.  […]

Why Don’t Advisors Have Tools to Provide Holistic Advice?

Why Don’t Advisors Have Tools to Provide Holistic Advice?

 “It’s not what you look at that matters, it’s what you see.” — Henry David Thoreau According to a recent survey by Certified Financial Planner Board of Standards, Inc., 91% of consumers expect that the advice they receive from a financial advisor will take into account their total financial situation.  Yet, many advisors are still myopically focused […]

7 Questions to Help Pivot Your Practice Towards Retirement

7 Questions to Help Pivot Your Practice Towards Retirement

Posted by on Nov 12, 2013 in Financial Planning

This is a summary of a session from the Money Management Institute’s Fall Solutions Conference that was held in October 2013 in New York City. Moderator: Ron Fiske, Managing Director, Strategic Partnerships, Envestnet Panelists: Mary Deatherage, Managing Director, Wealth Management Advisor, Morgan Stanley Samuel M. Kiefer, Director of Wealth Management, Partner, Risk Paradigm Group, LLC […]

Financial Planning in 10 Minutes or Less with goalgamiPro

Financial Planning in 10 Minutes or Less with goalgamiPro

Posted by on Sep 4, 2013 in Financial Planning

Origami is the Japanese traditional art of paper folding and is made up of two smaller words; “ori”, meaning to fold and “gami” meaning paper. goalgamiPro (which starts with a lowercase ‘g’) is not an ancient art form, but the name of a software product developed by Advisor Software Inc. (ASI).  It is designed to […]