Now may be the time to help clients reassess financial goals – Advisor Tech Tips-Tempemail Zone

As millions of Americans receive payments from the CARES Act, with more stimulus funding on the way, they face important financial decisions. For those who have lost income due to the pandemic, the payments will ....

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Five advisor tips for delivering client service virtually – Advisor Tech Tips-Tempemail Zone

The new normal: Five advisor tips for delivering client service virtually – Advisor Tech Tips facebook linkedin twitter envelope arrow-left arrow-right chevron-down chevron-left chevron-right chevron-up more-horizontal search x As everyone adjusts to the new normal, ....

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arm yourself with data from FundVisualizer – Advisor Tech Tips-Tempemail Zone

As day-to-day realities of life with coronavirus take root, concerns about the financial implications of the pandemic are top of mind for Americans. A volatile market is just one of many issues that may be ....

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Answering investor questions – Advisor Tech Tips-Tempemail Zone

Headlines about the global impact of the coronavirus (or COVID-19) contribute to growing uncertainty for governments, markets, and individual investors. The uncertainty is understandable — markets and news are changing quickly. As investors ride out ....

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Getting the most out of FundVisualizer – Advisor Tech Tips-Tempemail Zone

Over 40,000 advisors have used FundVisualizer since 2011. We continually seek feedback through focus groups, demos and one-on-one conversations: what do advisors like most while using FundVisualizer? What can be improved? What tips and techniques ....

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3 tech trends reshaping client relationships in 2020 – Advisor Tech Tips-Tempemail Zone

Technology is impacting all aspects of our lives. A recent Stanford University study found that 39% of people surveyed met their spouse through a dating website; tech is having a similar impact on the financial ....

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Financial advisors continue to help improve FundVisualizer – Advisor Tech Tips-Tempemail Zone

Since its launch in 2011, almost 40,000 advisors have used FundVisualizer to search for and compare mutual funds, including no-loads and ETFs; model portfolios, create client-shareable output, and most recently, “explore” similar funds to discover ....

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Introduction to FundVisualizer – Advisor Tech Tips-Tempemail Zone

FundVisualizer is a free, advisor-only tool for comparing mutual funds (including ETFs and no-loads) in head-to-head comparisons and from within portfolios. With FundVisualizer you can compare funds, model portfolios, and share with your clients, anytime, ....

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Client year-end planning made easier with FundVisualizer – Advisor Tech Tips-Tempemail Zone

In a season when you’re overloaded with client meetings, FundVisualizer can speed up your portfolio reviews by helping to identify investments best-suited for your clients’ needs. FundVisualizer, powered by Morningstar data, is a free, advisor-only ....

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Five top tips to boost client focus in 2020 – Advisor Tech Tips-Tempemail Zone

Time is an advisor’s greatest resource, and yet there’s never enough. According to a Kitces Report Survey, financial planners spend an average of just 8.8 hours per week meeting with existing clients and 17.9 hours ....

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