We’ve great news for the expert advisors and amateur cartographers who love using Asset-Map. Today, the platform is getting even better with the addition of Cash Flow Details to Target-Maps.
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There’s no question that one of the most important aspects of smart financial decision-making is being intentional rather than haphazard. Having a strategic approach to finances is vastly beneficial for people in all stages of life and wealth, but especially those who are approaching retirement or have already retired.
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I had an experience recently when a family friend met with me seven years ago and the recommendation we made based on their Asset-Map was to protect their significant physician incomes in the event of tragedy.
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When advisors want to grow their practice, many try to get to the next level by ramping up sales or by adding new technology that promises growth and scale.
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In the beginning of the robo-advisor movement, digital-only wealth management services offered a pretty simple value proposition.
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There are countless stories told about opposites colliding. One of the most popular is Dickens’ A Tale of Two Cities, which navigates London and Paris in the late 1700s…
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There’s no argument about it: Financial services has a diversity problem.
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