Professional Spotlight: Associate Professor Lien Luu
Associate Professor Dr. Lien Luu of Coventry University thinks students are building the future of financial planning. Continue reading Professional Spotlight: Associate Professor Lien Luu
Author: Aliza Kellerman
ICYMI: AdviserGo Features in 2018
Get to know our 2018 releases to put them to best use in 2019! Continue reading ICYMI: AdviserGo Features in 2018
Professional Spotlight, Millennial Addition: Sean Banks
26 year-old adviser Sean Banks knows the money misconceptions from and about millennials. Continue reading Professional Spotlight, Millennial Addition: Sean Banks
NEW: Chart Details in AdviserGo & More
New year, new features, massive functionality. Continue reading NEW: Chart Details in AdviserGo & More
The Big Four: Updates in AdviserGo
In case you missed it, here are some of the features Voyant has released in 2018. Continue reading The Big Four: Updates in AdviserGo
Planned Withdrawals Changes in Adviser
Here’s how Voyant is improving before 2019. Continue reading Planned Withdrawals Changes in Adviser
BMO & Voyant Partner to Create WealthPath
Bank of Montreal & Voyant have partnered together to create WealthPath, a digital-based financial planning platform. Intuitive, empowering, and technologically cutting edge, WealthPath makes planning easy for advisers so clients can reap the benefits. Read more about the launch of WealthPath here. Are you a firm interested in partnering with Voyant? Visit our website to start a free trial, or email bkrpec@planwithvoyant.com for more information. Continue reading BMO & Voyant Partner to Create WealthPath
Professional Spotlight: Carl Roberts
“The investing side of things must be as simple and low cost as possible. regardless of what political shenanigans are involved.” Continue reading Professional Spotlight: Carl Roberts
Professional Spotlight: Justin King
To Justin King, retirement is a bit like a second chance with the one who got away. Continue reading Professional Spotlight: Justin King
Financial Professionals Can Learn From Travel Agents
In other words, when things are going fine, people are pleased with automation. When they’re not, they’re not. Continue reading Financial Professionals Can Learn From Travel Agents
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