Kevin Lozer News Today : Breaking News, Live Updates & Top Stories | Vimarsana

The October 2023 edition of the latest in financial #Advisortech kicks off with the news that Altruist is eliminating its monthly fee.

/PRNewswire/ -- Holistiplan, a tax planning technology solution for financial professionals, today announced that their advisor client base has surpassed...

/PRNewswire/ -- Financial Independence Group, LLC (FIG), a leading financial services conglomerate working with independent financial advisors specializing in...

®, CFP ®, and Kevin Lozer, CFP ®, today announced that Buckingham Strategic Wealth, headquartered in St. Louis, Missouri, has added Holistiplan's tax planning software to its tech stack. Holistiplan is an award-winning tax planning software for financial advisors, built to systematize and automate the process of reviewing a client's tax return to find potential planning opportunities. The multi-year agreement with Holistiplan will provide Buckingham advisors critical insight into their clients' tax circumstances in order to provide a deeper financial planning experience. Holistiplan "We ar...

Advisor tools and features addressing tax planning, marketing and cash products all had recent announcements. There were a number of recent notable tech announcements that merit a mention and context. Here are the latest: A New Take on Tax Planning Fintech firm Holistiplan, which aims to turn client tax documents into a tax planning opportunity, is launching a feature to make it easier for advisors to summarize their tax planning strategies for clients and third-parties, like CPAs. It's called the "Tax Prep Letter," and software developer Holistiplan said the personalized letter, a...