Disruptive Trends in Planning Software, Pt. 1—The Cloud and APIs
By Michael E. KitcesHaving near-universal access to "the cloud" from any device and any location, and the emergence of application programming interfaces (APIs) that allow disparate software packages to integrate are driving several trends that benefit advisors.
February 04, 2013
Many Businesses Can Start Filing Income Tax Returns Feb. 4Opening covers non-1040-series business returns for 2012; delays remain on other business form filing dates.
February 04, 2013
Two Overlooked Documents That Make a Financial Plan Even BetterA financial plan is itself a great benefit to a client, and you can charge for it, but these two ancillary documents can build a stronger tie. between you and your client
February 03, 2013
Are Equity Investors Too Complacent?Stock volatility is low, which can be a harbinger of market woes to come.
February 01, 2013
The only two annuity sales you will make in a volatile marketIn todays marketplace, there are only two suitable FIA sales. The first is obviously the income sale. But the second sale to make is often overlooked. Here are a few products you need to consider adding to your practice to capitalize on these sales.
February 01, 2013
The only two annuity sales you will make in a volatile marketIn todays marketplace, there are only two suitable FIA sales. The first is obviously the income sale. But the second sale to make is often overlooked. Here are a few products you need to consider adding to your practice to capitalize on these sales.
February 01, 2013
Wanted: Reader tech tipsAre you making good use of new technology? We want to hear about it.
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