AdvisoryWorld Financial Technology

Category: Content
Type: Blog Article

Generated 5 days ago

New blog articles detected

AdvisoryWorld Financial Technology

Category: Content
Type: Blog Article

Generated 1 week ago

New blog articles detected

  • Does the sales process for financial advisors differ from other industries?

    Sales, no matter the industry, is a process. The more clearly defined the process, the more repeatable the steps in that process, the greater success a salesperson will ultimately achieve. There are a near-infinite number of processes available, but a good salesperson only needs one. Solid sales processes in the financial industry should include the […] The post Does the sales process for financia...

AdvisoryWorld Financial Technology

Category: Content
Type: Blog Article

Generated 1 week ago

New blog articles detected

  • Avoiding Sales Mistakes

    by Ryan W. Smith Sales, no matter the industry, is a process. The more clearly defined the process, the more repeatable the steps in that process, the greater success a salesperson will ultimately achieve. Within every sales process, the objectives are the same: increase the desire to own the benefits of a product or service […] The post Avoiding Sales Mistakes appeared first on AdvisoryWorld Blog...

AdvisoryWorld Financial Technology

Category: Content
Type: Blog Article

Generated 1 week ago

New blog articles detected

AdvisoryWorld Financial Technology

Category: Content
Type: Blog Article

Generated 1 week ago

New blog articles detected

  • Mistakes occur often in the sales process, what are some of the key ones to avoid?

    There are many mistakes that can be made following even the most effective sales process. Some of the more easily avoidable, but commonly made, mistakes are: 1) Profiling the Investor before profiling the person 2) Allowing Emotions to Play too Big a Role 3) Failing to Follow Up There are many areas in which a […] The post Mistakes occur often in the sales process, what are some of the key ones to...

AdvisoryWorld Financial Technology

Category: Content
Type: Youtube Video

Generated 1 week ago

AdvisoryWorld Financial Technology

Category: Content
Type: Blog Article

Generated 2 weeks ago

New blog articles detected

  • Working with Affluent Generation X Investors

    by Ryan W. Smith One of the biggest wealth transfers in history has already begun and will only pick up speed in the near future. Baby Boomers, long the prize of the investment advisor community, are beginning to retire in droves, with many estimates putting the number as high as 10,000 new retirees per day, […] The post Working with Affluent Generation X Investors appeared first on AdvisoryWorld ...

  • Is there a divergence in risk tolerance between affluent Gen X investor groups?

    Yes, there is a big difference in risk appetite overall between the two Generation X groups surveyed as part of Global X Management’s commissioned report, “Getting to Know Gen X and Millennial Investors.” In the research completed by ORC International and commissioned by Global X Management Company, Cautious Consulters and Knowledgeable Xers appear to view […] The post Is there a divergence in ris...

  • The overall marketplace for affluent Generation Xers is bigger than Millennials, but by how much?

    Global X Management’s commissioned report, “Getting to Know Gen X and Millennial Investors,” broke affluent Generation Xers, those with over $100,000 to invest, into two categories: “Cautious Consulters” and “Knowledgeable Xers.” Cautious Consulters have investment assets between $100,000 and $500,000. According to Equifax data cited in the report, this group has an approximate market size […] The...

  • Are affluent Generation X members more likely to use financial advisors than affluent Millennials?

    “Cautious Consulters” and “Knowledgeable Xers” are the two groups wealthier Generation X in the report “Getting to Know Gen X and Millennial Investors” by ORC International and commissioned by Global X Management Company. The Cautious Consulters are the most likely of the four groups surveyed to rely on Registered Investment Advisors (RIAs) for investment advice […] The post Are affluent Generatio...

  • Working with Affluent Millennial Investors

    by Ryan W. Smith One of the biggest wealth transfers in history has already begun and will only pick up speed in the near future. Baby Boomers, long the prize of the investment advisor community, are beginning to retire in droves, with many estimates putting the number as high as 10,000 new retirees per day, […] The post Working with Affluent Millennial Investors appeared first on AdvisoryWorld Bl...

AdvisoryWorld Financial Technology

Category: Content
Type: Blog Article

Generated 3 weeks ago

New blog articles detected

  • The overall marketplace for affluent Millennial investors isn’t very big yet, is it? Is it?

    Global X Management’s commissioned report, “Getting to Know Gen X and Millennial Investors,” broke affluent Millennials, those with over $100,000 to invest, into two categories: “Builders” and “Adrenaline Techies.” Builders have just begun to save and have investable assets between $100,000 and $250,000. According to Equifax data cited in the report, this group has an […] The post The overall mark...

  • Are affluent members of the Millennial generation showing any common investment habits?

    Yes, one of the main findings of the report, “Getting to Know Gen X and Millennial Investors,” commissioned by Global X Management with research from ORC International, was that when grouped by wealth and age, certain common links began to appear that surprised the researchers. These affluent individuals, all under 50 and over age 21, […] The post Are affluent members of the Millennial generation ...

  • One of the biggest wealth transfers in history has already started. What impact does this have on the recipients?

    Baby Boomers, long the prize of the investment advisor community, are beginning to retire in droves, with many estimates putting the number as high as 10,000 new retirees per day, a trend expected to continue for at least 10-15 years. Many of these retirees will begin divesting assets to their heirs as they age, following […] The post One of the biggest wealth transfers in history has already star...

AdvisoryWorld Financial Technology

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • Momentum Trading Versus Value Investing

    by Ryan W. Smith Two of the most popular trading strategies have seemingly gone head-to-head for decades with no clear winner in sight. Research has also not proven out a clear winner between Momentum Trading and Value Investing, leading many in the industry to wonder if either is a viable long-term prospect alone. It might […] The post Momentum Trading Versus Value Investing appeared first on Adv...

  • What is the difference between Momentum Trading and Value Investing?

    Momentum Trading is a strategy in the investment world were traders will only concern themselves with the “hot picks” of the day, the high percentage and volume movers of that trading session. Traders in this methodology will look for assets that move a significant percentage on a given day, in high volume. This trading strategy […] The post What is the difference between Momentum Trading and Valu...

AdvisoryWorld Financial Technology

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • AdvisoryWorld Launches Acquire, a New Lead Generation Tool for Financial Advisors

    Extends AdvisoryWorld’s Technology Suite to Support Advisors’ Practices from Prospect Lead to New Client and Beyond LOS ANGELES, CA – February 14, 2017 – AdvisoryWorld, a leading software provider for financial advisors, today announced the launch of AdvisoryWorld Acquire, a new lead generation tool that turns financial advisor website visitors into educated, prospective leads. Michael […] The pos...

AdvisoryWorld Financial Technology

Category: Content
Type: Youtube Video

Generated 1 month ago

AdvisoryWorld Financial Technology

Category: Content
Type: Youtube Video

Generated 1 month ago

AdvisoryWorld Financial Technology

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • FAFSA Changes Impact Strategies to Save and Pay for College

    by Ryan W. Smith The Free Application for Federal Student Aid (FAFSA) has become an annual rite for all college-bound students since its creation in 1992. The form, which parents fill out annually with income, debt and tax information in order to determine student qualifications for federal loans and grants, has its origins in the […] The post FAFSA Changes Impact Strategies to Save and Pay for Co...

  • I have a 529 plan in my child/grandchild/sibling’s name. How will FAFSA changes impact that account?

    There are two main aspects of FAFSA and 529 College Savings Plans that are impacted by the FAFSA changes. The first deals with the Expected Family Contribution (EFC) amount derived from FAFSA information. The EFC’s calculations gives much more weight to student assets (20%) than parental assets (5.64%). The lower the EFC, the higher potential […] The post I have a 529 plan in my child/grandchild/s...

  • Am I still going to need to amend the FAFSA a few months after filling it out because I just filed my taxes?

    Beginning with the 2017-2018 academic year, the FAFSA will use a two-year lookback. For example, 2016 and 2017 tax information would be used for the necessary portions of the 2017-2018 forms. This will prevent the amendments that were necessary in years past, which oftentimes would lead to significant aid package alterations. With amendments to the […] The post Am I still going to need to amend th...

  • Significant changes have been made to the FAFSA form in the past year. What are some of those changes?

    From 1992 until 2016, the FAFSA was filled out by parents after January 1 each year, based on the prior year’s tax forms and updated once taxes were filed. For example, the FAFSA due January 1, 2016 initially used tax data from calendar 2014, updated to include 2015 numbers in April when taxes were filed. […] The post Significant changes have been made to the FAFSA form in the past year. What are ...

  • For Those About to Retire, Things Will Be Very Different

    by Ryan W. Smith As the U.S. population ages, the likelihood of retirees outliving their retirement savings grows substantially. The long-term impact of the Great Recession of 2008 and 2009 devastated the accumulated wealth of these near-retirees, giving them very little time to financially recuperate even as the markets rebounded to new all-time highs. Add […] The post For Those About to Retire, ...

  • What type of impact will Social Security cost-living-adjustment methodology changes have?

    In late 2016, the Congressional Budget Office (CBO) revised its long-term outlook for Social Security. This move, lowering cost-of-living increase for future payouts, makes it more important than ever for advisors and investors to focus on long-term retirement goals. The CBO recently noted that the “Old Age and Survivors Insurance” trust fund, what is commonly […] The post What type of impact will...

  • How do Americans think they are doing regarding their retirement savings plans?

    Many Americans are fully aware they are behind in retirement savings, while a small minority admits they do not know at all where they stand. According to the Investment Management Consultants Association (IMCA) in a yearly survey of 1,000+ members reports that for those in their 30s, 80% state that they view themselves as being […] The post How do Americans think they are doing regarding their re...

  • Are Americans and their financial advisors talking about retirement planning enough?

    No, according to the Investment Management Consultants Association (IMCA) in a recent report detailing its yearly survey of 1,000+ members. The long-term impact of the Great Recession of 2008 and 2009 devastated the accumulated wealth of near-retirees, giving them very little time to financially recover. Because of this, the report authors say, the financial advisory […] The post Are Americans and...

  • Robo-Advisors Are Here to Stay

    by Ryan W. Smith Technology has had a large impact on the financial advisory industry over the decades, with an outsized and growing influence in recent years. The rise of robo-advisors, the use of online brokerages, smartphone apps and programs designed to assist financial advisors have all played a role as investing and financial management […] The post Robo-Advisors Are Here to Stay appeared fi...

  • Are robo-advisors going to replace their human counterparts?

    There is an emotional side to financial planning, a connection between advisor and client that robo-advisors can simply not duplicate. Life events like weddings, health issues, divorce, and retirement are among the specific situations where a client might need precise financial advice and assistance from another human. Fees for human advisors will most likely come […] The post Are robo-advisors go...

AdvisoryWorld Financial Technology

Category: Content
Type: Blog Article

Generated 7 months ago

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