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Investors Demand Top Notch Tech, Former CEO Joins Invent.us Over the past few days, firms have been adding strategic partners to their stables, tying up connections between tech and practices, even as investors hold advisors with good tech in high regard. Technology lives at the center of many advisors’ practices—and now those advisors are seeing investor accolades for their efforts. A recent survey underscores how important the right tech is for advisors, while Buckingham Strategic Wealth tightens its ties with a wealthtech firm and a well-known name in technology adds a former CEO...

Link Copied Retirement is supposed to be a well-deserved break after the pressures of the working world, but that doesn’t mean it’s easy. One of the toughest parts can be figuring out how much you can safely spend during retirement. If you take out too much, you run the risk of running out of assets later in life, especially if you’re fortunate enough to enjoy a long life span. If you take out too little, you might miss out on some of the fruits of a lifetime of savings, such as travel, dining out, gifting money to charity or family members, or spending more on leisure activities. Pinni...

A recent Twitter dispute between Larry Swedroe and Rick Ferri reignited the debate about financial advisor fees. A recent dustup on Twitter between Rick Ferri and Larry Swedroe—both well-known and opinionated financial advisors—once again brought around the topics of financial advisor fees, how those fees are structured, what advisors actually do and whether they are paid too much to do it, or too little. Both got their licks in, and clearly there is no love lost. Ferri, a well-known disciple of Jack Bogle and author of numerous books and articles on the superiority of index invest...

Bozeman, MT (PRWEB) February 18, 2021 -- AdvicePay, the leading payments platform for fee-for-service financial planning designed exclusively for financial