October 29, 2018

Covisum makes it easy to provide Social Security advice, model current and future tax situations, and give more realistic estimates of downside portfolio risk

What’s missing in traditional financial planning analytics? Here are a few things to consider. As it turns out there are a few gaps. Financial planning grew […]
September 24, 2018

Automated Investing is Finally Here – In an Unlikely Package

Most of us know that so-called “robo-advisory platforms” represent the future. A number of advisors are already delegating their smallest accounts to Schwab Intelligent Portfolios, Betterment […]
January 27, 2017

The One Best Solution to the Challenges Advisory Firms Face Today

Most of you know that I usually attend and speak at the annual T3 Advisor event, and you’ve read my reviews: basically, that it’s by far […]
June 15, 2016

Compliance Made Easier through Technology

Compliance is complicated, right?  Wouldn’t it be nice if there was an app for that? There is.  In fact, there are two of them.  Plus a […]
April 27, 2016

The Evolution of Professional Software for Advisors

I’m walking through the T3 exhibit hall, enjoying that “kid in a candy store” experience that young techies feel at the Consumer Electronics Show.  There seems […]
April 21, 2016

Advyzon Solves the Whole Puzzle

It’s been a while since the last time somebody tried to create an all-in-one software system for financial planners, and the promising beginning at IFS back […]
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