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Summary: It is very difficult to provide advice without the right technology. Interestingly enough, according to the most recent Financial Planning Technology Survey, approximately 25% of the respondents were not using financial planning software. And, in the prior year survey, almost a third were not using planning software. So why the disconnect?
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Summary: Yes, your website needs to have a great design with layout, graphics and photography and be responsive (so that it looks great on any device). But there are some absolutes for your site that need to be taken into account as well.
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Summary: For nearly eight years, Unified Trust’s fiduciary investment advisor Billy Lanter has been teaching financial literacy to school-aged children through the nonprofit organization Junior Achievement.
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Summary: Ask an industry vet about his or her compliance department and you will hear many colorful euphemisms used as definitions. “Business Prevention Unit.” “Department of No.” Humor aside, it is this thinking that immediately disintermediates a fairly sophisticated group that could be a significant resource in asset and revenue generation
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Summary: While a small following may seem like a weakness, it’s actually quite the opposite. In fact, it’s a pot of gold right beneath our noses. Here are four reasons why.
