Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced an agreement with Morningstar to make Asset-Map’s industry-leading visual financial advice engagement experience available to Morningstar® Advisor Workstation℠ subscribers.
Read MoreAccording to the Bureau of Labor Statistics’ (BLS) Occupational Outlook Handbook, the median wage for financial advisors was $94,170 annually in 2021, with 30,500 job openings projected per year. Financial advisory is a promising career path. But what if you don’t have a financial degree like most financial professionals in the industry?
Read MoreWith Entity Ownership enabled, you can see the entity members’ percentage of ownership and use it to calculate a member’s stake or value in an entity-owned instrument.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) will share how Loss of Life Target-Maps within Asset-Map are structured, best practices, and run through scenarios at a high level.
Read MoreFinancial advisors have become increasingly important in today’s complex financial landscape. Clients rely on them for expert advice and guidance on various financial topics. From the fundamentals — such as savings and budgeting — to the likes of retirement planning, wealth management, or estate planning.
Read MoreWe’ve added increased functionality and made improvements to the user interface of our Black Diamond integration in this month’s product update.
Read MoreIn this webinar recording, hear how facilitating more diligent, actionable planning conversations optimizes the advisor-client relationship.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) covered how retirement Target-Maps work, best practices, and how to illustrate unique scenarios at a high level.
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