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RightCapital Introduces "Cash Flow Maps," Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans - Vimarsana News

RightCapital Introduces "Cash Flow Maps," Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans

/PRNewswire/ -- RightCapital, the fastest-growing financial planning software for financial advisors, has added Cash Flow Maps, intuitive data visuals for...

Mindy Diamond: The Evolution of an Independent Practice - Vimarsana News

Mindy Diamond: The Evolution of an Independent Practice

David Pulcini of SixPoint Financial Partners discusses his path from insurance broker/dealer to independent B/D, and ultimately on to hybrid RIA, RFG Advisory.

Mark Berg: Hourly Financial Planning Is 'A Vast Blue Ocean' - Vimarsana News

Mark Berg: Hourly Financial Planning Is 'A Vast Blue Ocean'

The founder of Timothy Financial Counsel on the best candidates for hourly advice, direct indexing and tax planning, and how his firm advises clients in retirement.

In latest ad blitz, CFP Board returns to lighter tone of previous campaigns - Vimarsana News

In latest ad blitz, CFP Board returns to lighter tone of previous campaigns

The annual advertising splash by the standard-setting group for financial advisors coincides with the March Madness basketball tournament and tax filing deadline.

Inaugural Fee-For-Service Industry Trend Report Reveals Acceleration in Shift to Alternative Revenue Models - Vimarsana News

Inaugural Fee-For-Service Industry Trend Report Reveals Acceleration in Shift to Alternative Revenue Models

Bozeman, MT (PRWEB) February 21, 2023 -- AdvicePay, the leading platform for processing payments and overseeing compliance of fee-for-service financial

Source: prweb.com