Advicent releases a new version of NaviPlan with new client reports. LPL Financial has gone live with its new premium affiliation model, dubbed Strategic Wealth Services. eMoney announced the Getting Started Program, an expansion of its robust onboarding, training, and coaching services. Moody’s Analytics announced the launch of a “Know Your Supplier” portal to help hospitals and other healthcare providers. HiddenLevers announced the launch of new financial planning features. SoFi goes international with the acquisition of Hong Kong-based investment app 8 Securities. Asset-Map announced new partnerships with the Association of African American Financial Advisors and the Female Advisor Network.
The latest version of NaviPlan includes new client reports to support client estate planning needs. The Estate Flowchart presents a visually appealing graph of how estate income flows to spouses, trusts, charities, and heirs. The Estate Planning Detailed Comparison compares a client’s estate for both their current and proposed scenarios side-by-side.
Find details here.
LPL Financial has gone live this week with its new premium affiliation model, dubbed Strategic Wealth Services, for advisors coming out of the wirehouse and regional firms, and has released new details on the offering. Strategic Wealth Services will help established regional and wirehouse advisors who have high production and manage more than $200 million in assets under management.
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SoFi goes international with the acquisition of Hong Kong-based investment app 8 Securities. The terms of the deal were not disclosed. Targeted to personal investors, 8 Securities will rebrand to SoFi Hong Kong and retain its team, who will begin launching services in other markets as well.
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eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the Getting Started Program, an expansion of its robust onboarding, training, and coaching services.
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Moody’s Analytics announced the launch of a “Know Your Supplier” portal to help hospitals and other healthcare providers identify and screen suppliers of medical equipment and personal protective equipment (PPE).
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Asset-Map, a Philadelphia-based financial technology company, announced new partnerships with the Association of African American Financial Advisors (AAAA) and the Female Advisor Network (FAN). The relationship with each organization is designed to supply advisors with access to Asset-Map’s financial planning and engagement platform, and additional tools that will equip advisors with capabilities to strengthen client relationships.
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Investor worries about retirement are skyrocketing due to higher volatility and the stock market crash brought on by the coronavirus. HiddenLevers, a premier tech provider in the wealth management space, announced the launch of new financial planning features, including cashflows stress testing, to help financial advisors tackle these worries head on.
Find details here.
