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Can Financial Soundings Help Advisors Improve Their DC Plan Scalability?

Can Financial Soundings Help Advisors Improve Their DC Plan Scalability?

Posted by on Jun 9, 2013 in Technology

The Defined Contribution (DC) Plan segment is attractive to many financial advisors as a hedge against volatile markets, since participants in DC plans supply a dependable stream of income, due to automatic deductions. More advisors are leveraging their relationships with employers to cross sell wealth management, group benefit, rollovers and retirement income services. As attractive […]

Financial Advisor Technology: 9 Apps to Improve Your Practice

Financial Advisor Technology: 9 Apps to Improve Your Practice

Posted by on Feb 27, 2013 in Technology

This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 11-13, 2013 in Miami, FL. Moderator: Joel Bruckenstein, T3 Panelists: Bill Winterberg, Founder, FPPad Davis Janowski, Technology Reporter, InvestmentNews This was probably one of the most popular sessions at T3. Unfortunately, the room was half the […]