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The latest in financial #AdviserTech — August 2021

The latest in financial #AdviserTech — August 2021
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

The latest in financial #AdviserTech — July 2021

The latest in financial #AdviserTech — July 2021
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

What s Your FIRE Number for Early Retirement?

The FIRE movement promises a surefire way to help you retire below the national average retirement age of 64 and be financially independent. But first, you should know your FIRE number, or the amount of retirement money that you need … Continue reading → The post What’s Your FIRE Number for Early Retirement? appeared first on SmartAsset Blog.

LPL Financial taps SmartAsset for investor prospecting

LPL Financial taps SmartAsset for investor prospecting SmartAsset, with a reach of more than 100 million consumers, matches qualified investors who are searching for financial advice. June 3, 2021 2 MINS More than 18,000 independent financial advisers with LPL Financial now have access to SmartAsset’s SmartAdvisor platform that connects validated consumer prospects with advisers across the U.S. SmartAsset announced Thursday that it is a part of LPL’s Vendor Affinity Program, which is a network of third-party vendors that have agreed to provide their products and services to LPL advisers at discounted prices. SmartAsset, with a reach of more than 100 million consumers, matches investors who are searching for financial advice with advisers. Advisers can select the geography and asset tier of prospects that they choose to work with. LPL Financial-affiliated advisers will also have access to SmartAsset’s Live Connections service that provides a warm ph

The latest in financial #AdviserTech — December 2020

The latest in financial #AdviserTech December 2020 The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers! December 18, 2020 38 MINS This month’s edition kicks off with the big news that BlackRock is making a billion-dollar bet on the future of direct indexing, acquiring the No. 2 player, Aperio, just weeks after Morgan Stanley acquired the No. 1 direct indexing provider, Parametric, which given BlackRock’s sheer mass and distribution capabilities, could quickly turn 2021 into the year that direct indexing really hits the map with financial advisers, either for its inherent tax advantages (of being able to tax-loss-harvest the individual stocks in the index, rather than just the index fund itself) or the potential to morph into a form of “customized indexing” in which advisers adapt “index” funds for each client based on anything from factor bets (e.g., overweighting small-cap an

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