Five essential apps for financial advisors
These five apps can add efficiency and productivity to your practice.
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These five apps can add efficiency and productivity to your practice.
When the Covid-19 pandemic struck, millions of American workers found themselves out of work. Nearly 18 months later, the work world looks very different than it did pre-pandemic.
Putnam’s research found that 31% of financial advisors using social media for business are using Reddit, and 21% are using TikTok.
The American Rescue Plan, passed in March, made important changes to the child tax credit for 2021 that are now being felt in the pocketbooks of about 35 million families. Starting in July, eligible families began receiving hundreds of dollars in direct monthly payments that will continue through the end of the year. Families who
FundVisualizer has one of the most intuitive, easy-to-use interfaces to explore and compare ETFs, mutual funds, and indexes.
When a piece of digital artwork created by a little-known artist sold at auction for $69 million this spring, the technology suddenly became a hot topic of conversation well beyond those who track the latest crypto-related fads.
Spending a few extra minutes crafting a personalized note when inviting to prospects to connect on LinkedIn can help lead to a productive new client relationship.
Whether you’re looking to replace a fund, or to complement an existing one in your client’s portfolio, FundVisualizer’s Explorer is a unique and dynamic tool to help you to discover those new investment opportunities.
Advisors have a business-building opportunity to identify and support recent retirees by using LinkedIn searches.
2021 may be the year that cryptocurrency fully enters the mainstream. According to a recent poll from Newsweek, about 46 million Americans — or 17 % of the adult population — own at least a share of bitcoin.