My Financial Future | Tour Video With a passion for developing personalized financial strategies, we’ve created an effective and easy to use tool for financial advisors, planners, investment managers and their clients. Here are the most important features that allows you to guide your clients better: SIMPLE & INTUITIVE. It’s easy to set-up your account, […]
The clients expect their advisor to advise. Regulators continue to add regulation. It was about 10 year ago that Know your client document (i.e. ‘KYC’) was about one page long. Now it’s like a book. We recently heard of an advisor’s client who was reading the full agreement from their custodian, it was 147 pages long. It […]
The financial services industry is in the midst of great change. Gone are the days of clients being excited to invest in mutual funds or being content with their advisor talking about rates of return and portfolio structure. Regulators have continued to add more and more regulations so that it seems advisors are being paid […]