Want to Provide More Holistic Financial Advice? Technology Points the Way.

Nicolas Owens, Head of Research Integration at Morningstar

Advisors who pay attention to the whole picture of their clients’ financial well-being can add a lot of value, and new technologies allow this to happen on a larger scale than possible before. Morningstar has the global reach and scale to help investors keep track of the information they need to form and execute a holistic financial plan. Better profiling, better budgeting, and better investment decisions can all add up to better outcomes, using Morningstar methodologies, information, and tools...Read More »

‘Traits of Successful Advisors: Holistic Advice Makes the Difference’ - Webinar Replay

By ByAllAccounts, Webinar Series on Thursday, September 24th, 2015

ByAllAccounts, Webinar Series

If you missed the webinar, you can still listen to this educational session on the key traits of traits of successful advisors and how it’s now possible to see your clients’ 401(k) accounts, IRAs, savings, and other held-away assets in Morningstar® Advisor Workstation. Keywords/Categories: Account Aggregation..Read More »

Stress Testing – Holistic Planning should consider both Micro and Macro

By Jeff Baker, HiddenLevers on Tuesday, September 22nd, 2015

Jeff Baker, HiddenLevers

Stress testing used to be reserved for large banks and top tier asset managers. Now advisors are turning to stress testing to differentiate themselves against a backdrop of increasing commoditization in the asset management industry. Today, holistic planners need to provide..Read More »

If Only Managing Technology Were This Easy…

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, September 16th, 2015

Susan Glover, President, Susan Glover & Associates, LLC

You’ve probably heard them many times. One-liners about how easy managing technology is, or could be, if only you...Read More »

See Held-Away Accounts in Morningstar Advisor Workstation

By ByAllAccounts, Webinar Series on Tuesday, September 15th, 2015

ByAllAccounts, Webinar Series

Location optimization, once you understand it, can be a great tool to save your clients tax dollars while differentiating yourself from the competition...Read More »

3 Questions with Sheryl Rowling on Holistic Financial Planning

By Sheryl Rowling, CEO, Total Rebalance Expert on Tuesday, September 8th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

In today’s blog, we interviewed Sheryl Rowling, CPA/PFS is chief executive of Total Rebalance Expert and principal at Rowling & Associates 5 questions on Holistic Financial Planning...Read More »

Risk-Based Financial Planning – The Most Valuable of Assets

By Aaron Klein, CEO, Riskalyze on Tuesday, September 1st, 2015

 Aaron Klein, CEO, Riskalyze

In times of volatility, a good financial plan is the best friend of advisor and client alike. While most assume a discussion about risk tolerance only applies to asset management, it is also true that asset management is and should always be part of a broader financial plan. Therefore risk tolerance and financial planning are forever and inextricably linked...Read More »

What Can RIAs Expect from a System Conversion - Part 3

By Joan Walker, Managing Director, UNAPEN on Thursday, August 27th, 2015

Joan Walker, Managing Director, UNAPEN

When last we left off, I had posed the question “What is the top priority of any relationship?” Have you ever been to a company workshop? Have you ever been to a team building exercise? Have you ever watched Dr. Phil? The answer is COMMUNICATION! Without it your company will be dead in the water...Read More »

Wealth Accumulation is at Risk Without Wealth Protection

Kellan Goldberg, Managing Director, Insurance Decisions

Having your clients consider long-term care and disability insurance are an easy and inexpensive ways to protect against the depletion of their assets when they can no longer work...Read More »

NextGen Investors Require Advisers Adopt New Classifications

By Sheryl Rowling, CEO, Total Rebalance Expert on Thursday, August 20th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

To be competitive, attract new clients and combat the robo-advisers, it is imperative that we adapt new service models focusing on two prospect pools (advice seekers and collaborate delegators) and embrace technology...Read More »