clients

Wealth.com Raises $30M To Provide Estate Documents To Advisors’ Clients (And More Of The Latest In Financial #AdvisorTech – October 2024) – Go Health Pro

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Wealth.com Raises M To Provide Estate Documents To Advisors’ Clients (And More Of The Latest In Financial #AdvisorTech – October 2024) – Go Health Pro

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that digital estate planning platform Wealth.com has raised … Read more

Polo presents optionality, distinctive proposition for ILS & Captive purchasers: CEO Elliott – Go Well being Professional

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Polo presents optionality, distinctive proposition for ILS & Captive purchasers: CEO Elliott – Go Well being Professional

Unbiased, licensed insurance coverage supervisor, Polo Insurance coverage Managers (PIM), presents optionality and a novel proposition, offering impartial skilled administration providers to ILS, Industrial and Captive purchasers, Chief Govt Officer (CEO) Mark Elliott advised Artemis at this yr’s RVS in Monte Carlo.Guernsey based mostly PIM specialises within the creation and administration of insurance coverage and … Read more

Kitces & Carl Ep 146: Re-Educating Purchasers (Scalably) After They “Learn One thing On The Web” – Go Well being Professional

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Kitces & Carl Ep 146: Re-Educating Purchasers (Scalably) After They “Learn One thing On The Web” – Go Well being Professional

A cornerstone service that many monetary advisors present is training. Whereas strategic recommendation is essential, advisors additionally face the problem of presenting the methods to shoppers in context, explaining completely different monetary planning ideas, and exhibiting shoppers implement these methods (in addition to mentioning any long-term penalties). Whereas curious, proactive shoppers who’re able to be … Read more

Why Held-Away Asset Administration Know-how Is Being Scrutinized By State Regulators (And How Advisors Can Compliantly Handle Purchasers’ 401(ok) Property) – Go Well being Professional

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Why Held-Away Asset Administration Know-how Is Being Scrutinized By State Regulators (And How Advisors Can Compliantly Handle Purchasers’ 401(ok) Property) – Go Well being Professional

Traditionally, advisors have not had many avenues to handle shoppers’ 401(ok) plan accounts, since not like conventional custodial funding accounts, advisors typically lack discretionary buying and selling authority in employer-sponsored retirement plans. Which wasn’t essentially an enormous concern again when most shoppers employed advisors after they’d already retired and have been in a position to … Read more

The 5 Dysfunctions Of Consumer/Advisor Relationships: How Advisors Can (Re-)Construct Belief And Spur Purchasers Into Motion – Go Well being Professional

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The 5 Dysfunctions Of Consumer/Advisor Relationships: How Advisors Can (Re-)Construct Belief And Spur Purchasers Into Motion – Go Well being Professional

Within the fashionable period of monetary recommendation, the advicer/shopper relationship is tightly centered on belief. And due to that basis of belief, in a perfect advisor/shopper relationship, errors, disagreements, and considerations are surfaced shortly; motion gadgets are agreed and acted upon by everybody concerned; and everybody feels aligned and accountable to their general targets. The … Read more

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