Current Issue

Welcome to the September 2017 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management! From prior announcements like the LPL deal with FutureAdvisor after Blackrock bought them, to Voya stating that they are looking to acquire a robo-advisor solution, and this week Kestra Financial announcing that it is working on a robo solution in the coming year as well.

Nature is about smelling, hearing, tasting, seeing below the transparent mucous-paper in which the world like a bon-bon is wrapped so carefully that we can never get at it,” as D.H. Lawrence put it, in a relatively obscure but extraordinary description of his own awakening to nature’s sensory gift.technology articles

In this guest post, Dan Kellermeyer, President of New Heights Solutions, LLC, a practice management and technology consulting firm for financial advisors, provides an overview of the leading online scheduling tools for financial advisors, including Calendly, ScheduleOnce, Acuity Scheduling, TimeTrade, Bookafy, and.technology articles

Hence, although there are some negative impacts associated with spending too much time on the Internet and using the Internet as a primary source of research, the present level of encouragement for using technology in schools has helped us as a society prepare for the demands of the future.

A better life may usually mean things like freedom from want, access to and possession of at least some of the nonessentials”, comforts or luxuries, good health, a reasonable life expectancy, the absence of emotional stress, satisfying human relations (resulting from gratifying work experience and meaningful interpersonal relationships), intellectual stimulation, and personally rewarding leisure activities.technology articles