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The latest in financial #AdviserTech — April 2021

The latest in financial #AdviserTech April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
April 19, 2021
35
MINS
This month’s edition kicks off with the big news that AssetMark has acquired UK financial planning software provider Voyant for $145 million, with plans to bring the planning software as a new competitor to the U.S. (in addition to likely integrating it deeply into AssetMark’s own technology stack)The deal highlights both the ongoing rise of financial planning, the dearth of new financial planning competitors with enough market share for strategic acquirers, and the reality that financial planning software continues to be an appealing synergistic value-add not only to investment-centric firms offering financial planning but also asset managers and TAMPs trying to expand into working with more planning-centric advisers. ....

Bluff Point , South Australia , Black Diamond , United Kingdom , Edmond Walters , Assetmark Voyant , Tifin Group , Envestnet Trust Services , Intelliflo Office , Jp Morgan , Envestnet Annuity Insurance Exchange , Advisor Technology , Rightsize Solutions , Orion Advisor Services , Services Exchange , Technology Study , True North Networks , Financial Advisertech Solutions , Bluff Point Associates , Xy Planning Network Fintech , Orion Portfolio Solutions , True North Network , Hidden Levers , Totum Risk , Trust Services , Tax Snapshot ,

Vanguard launches Retirement Income Builder tool

“We recognise the increasingly critical role that effective technology plays in enabling advisers to deliver more efficient and scaled advice to retiring Australians,” Pope said.
“Over 260,000 Australians retire each year and face the difficult trade-offs associated with creating a sustainable retirement income stream.
“The RIB tool is purpose-built to integrate seamlessly into the advice process and provide clients greater certainty in what can be an uncertain phase of life.”
The RIB tool considered a range of investment factors which included client goals, spending glide-paths, tax implications and the Age Pension to forecast income and wealth in retirement.
“In discussions with advisers, it became apparent that existing tools were either too simplistic or overly complicated,” Pope said. ....

Rebecca Pope , Vanguard Australia , Retirement Income Builder , Portfolio Builder , Age Pension , Retirement Income , ரிபேக்க போப் , வான்கார்ட் ஆஸ்திரேலியா , ஓய்வு வருமானம் பில்டர் , போர்ட்‌ஃபோலீயோ பில்டர் , வாழ்நாள் ஓய்வூதியம் , ஓய்வு வருமானம் ,