The coronavirus pandemic has forced advisors to rapidly shift to a remote working environment. While some advisors are now embarking on plans to re-open their office, most are considering having an extended period for employees to work from home. Here are three key considerations for advisors to evaluate in regards to a work-from-home environment. Invest…
The SECURE Act went into effect earlier this year, causing a stir throughout the advisor world. The new act changes several existing details regarding how you and your clients approach their retirement planning. In this article, we’ll break down the significant points and critical aspects of the SECURE Act and then take a look at…
As advisors, you make your living by making decisions that help your clients reach their unique short and long-term goals. As advisors, you turn to technology partners in order to help you get the pieces you need in order to communicate with your clients what’s going on. So, what happens when the data that could…
In this post, we take a look at how you can easily view your reports in the new AssetBook platform using the Document Center tool.
We take a look at how financial advisors using the AssetBook platform can best utilize the Holding Household feature to easily manage new accounts added to the system.
Investors’ preference for fee-only advisors currently dwarfs commission-based models. But are they really the best option for you?