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Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Advisor
The growth of fee-based advice has led to a more holistic approach of consulting with today’s individual investor. Because of the efficiency and improved outcome of the
approach, holistic offerings as well as the use of goal-focused service is here to stay and the centerpiece that drives the approach is account aggregation.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Investor
This piece is approved to use with clients.
Investors today have very complex financial lives. It is not uncommon for an individual or couple to have bank checking accounts, savings accounts, retirement accounts (401k, 403b, Roth IRA’s), investment accounts, etc., spread across multiple institutions, multiple platforms and multiple advisors. This situation makes securing a comprehensive financial plan difficult.
Policy and Regulatory Commentary
Washington Update: Congress Takes a Break
This piece is approved to use with clients.
Ah, spring break. It’s not only college students who long for a few lazy days come March and April. Congress adjourned last week and now is in the middle of a two-week “district work period,” which most politicos refer to instead as recess. Unlike the students who flock to Miami, though, lawmakers likely aren’t sitting by the pool or even resting much.
Sustainable Investing
Societal Impact vs. Financial Return: A Case of “Either/Or” No More
Many investors who find impact investing potentially appealing have at the same time struggled with a notion that investing for the “greater good” will always be “concessionary,” that is, accompanied by some loss of financial performance.
Leveraging Technology & Data
Getting More From Data: How Advisors can Strengthen Their Value Proposition
Discover the benefits of data analysis and how advisors can use data to better support clients.