Commonwealth Rolls Out New Financial Planning Tools With RightCapital

Darren Tedesco, managing principal, speaks at Commonwealth’s 2018 national event in Austin. Commonwealth Financial Network has partnered with RightCapital to share more financial planning tools with its advisors. The integration will let the broker-dealer and RIA’s roughly 1,800 independent advisors build financial plans for clients more efficiently, the two firms says. RightCapital’s technology has interactive […]

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RIA platform taps insurance firm amid nascent fee-only product growth

A growing breakaway RIA consultant tapped an insurance firm to guide its network on how best to adapt the expanding shelf of fee-only products into their practices. Tru Independence is teaming up with The Blueprint Insurance Services to provide what the firms are calling a “tru-BluePrint” to help the 17 and counting RIAs on the […]

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For clients worried about retiring at a market top, this might help

Our daily roundup of retirement news your clients may be thinking about. For clients worried about retiring at a market high, this might helpThree hypothetical $1 million portfolios with 60%/40% stock-bond allocation and 4% withdrawal rates came out in a strong position after a market downturn, according to this article on MarketWatch, which highlighted an […]

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Host Analytics Fall18 Release Delivers Improved Collaborative and Connected Financial Planning

REDWOOD CITY, Calif.–(BUSINESS WIRE)–Nov 15, 2018–Host Analytics, a leading provider of cloud-based enterprise performance management (EPM) solutions, today announced Fall18, a new product release which delivers new features to enable flexible planning and collaboration, improve NetSuite integration, enhance modeling power and granularity to increase power and versatility in models, forecasts, reports, and much more. The […]

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Wealth management platforms evolve, attract millions in funding

Wealth management firms are bolstering their planning and portfolio management systems to keep up with the competition — and some are landing millions in funding in the process. The wealth management tech provider d1g1t announced a $6.8 million raise to fund the growth of its latest wealth management offering, a cloud-based platform that includes datasets, […]

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Waddell & Reed to hike pay for advisors as IBD ditches legacy model

Waddell & Reed Financial’s independent broker-dealer is boosting advisor pay across all tiers of its compensation grid. The company is making a raft of other changes, too, that President Shawn Mihal calls the most significant of his short but eventful tenure. Mihal took over his role just a year ago, but he has been leading […]

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IBD sold to Cambridge, converted into one of its largest offices

Cambridge Investment Research added 82 financial advisors after closing its acquisition of shuttering Broker Dealer Financial Services — just over a year after the two sides started discussing the deal. The No. 7 independent broker-dealer and BDFS completed the deal on Oct. 20. Cambridge retained a little more than 65% of the selling firm’s 125 […]

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Financial planning: Saving for retirement with your HSA

Question: I contribute every year to a health savings account and use it to help pay for medical expenses before I reach my deductible. Recently someone told me that they use their HSA to save for retirement, kind of like an IRA. I’m not sure exactly how that works, but is it a good idea? […]

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One third of UK millennials educated about financial planning, says report

A new research commissioned by Moneybox, London-based mobile savings and investment app, and carried out by Censuswide, involving over 2,000 UK adults aged 18 – 35 in October 2018, highlights the vast lack of financial planning among the millennials. As per the research, although nearly 97% of millennials understand the importance of saving money for […]

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Children's Day special: Financial planning tips for parents-to-be

The joy of parents expecting a baby is overwhelming as it involves physical, emotional and financial preparedness on part of the parents. Expenses can burdensome if left unplanned, and in India not many parents take steps to remain financially prepared. For parents-to-be, hospital bills on birth fall neatly into the expected category, so they plan in […]

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