WealthStack: Anton Honikman on the NextGen of Wealth Management
MyVest CEO Anton Honikman discusses how advisors need to evolve and elevate the way they do business.
Source: wealthmanagement.com
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FPA: Advisors Looking More Favorably on Alts
The survey by the FPA's Journal of Financial Planning found more than half of advisors recommend clients allocate to funds with access to alts.
Source: wealthmanagement.com
WealthStack: Lifeworks CEO Calls for an End to Model Portfolios
The head of Lifeworks Advisors argued the traditional model of risk scores and model portfolios shortchange personalization
Source: wealthmanagement.com
Wealthies Circle Podcast: Bringing the Sexy Back to the Back Office
Listen in and learn from these experts on how you can streamline your infrastructure for fast growth with the latest enhancements in workflow technology.
Source: wealthmanagement.com
WealthStack Roundup: Bento Engine, Holistiplan, Addepar
Bento addresses wealth transfer and financial literacy while LPL adds tax planning provider and Addepar adds UBS as client.
Source: wealthmanagement.com