by Ashley Flitter | Last updated Oct 3, 2019 | Financial Planning
Technology is a little bit like the story of goldilocks. Every firm has their own preference in how much technology they’d like to use. Some firms might prefer to be on the cutting edge, constantly examining how they could use more tech to benefit their customers....
by Ashley Flitter | Last updated Sep 23, 2019 | Financial Planning
We don’t need to tell you that technology in financial firms and businesses is exploding. It seems like every day, companies are coming out with new technology and new ways to manage your clients’ wealth. This can be a confusing maze to navigate, what to buy,...
by Ashley Flitter | Last updated Aug 28, 2019 | Financial Planning
Whether you’re new to the world of financial advising of if you’ve been in it for a while, there’s one thing that’s going to change how you do your job: technology. Maybe you’ve already seen it happen or maybe you hit the ground running with the latest tech, but the...
by Ashley Flitter | Last updated Aug 15, 2019 | Financial Planning
At some point in the last year, you’ve probably read an article on Social Security. Whether it’s a politician’s plan to “fix” it, or a wealth guru’s take on what’s going to happen to it in the coming year, the message is clear, Social Security isn’t as reliable as it...
by Ashley Flitter | Last updated Aug 2, 2019 | Financial Planning
We often times see retirement portrayed as a relaxing, care-free period of one’s life. Commercials show jovial retirees sitting in bathtubs on mountains, going on cruises, or spending time with family. While this certainly can be a reality (minus the bathtubs) for...
by Ashley Flitter | Last updated Jul 28, 2019 | Financial Planning
If there’s one thing that the financial planning world has in abundance, it’s advisors. There are plenty of large firms out there willing to take over the duties in managing people’s wealth along with new and improved AI-driven trading and financial planning...