Are You On Team Excel, or Not?

Readers are split over using Excel for financial planning. Some extol the simplicity of spreadsheets, others are firmly of the view that financial planning software is necessary for advisors to remain relevant.

Are You On Team Excel, or Not?

Readers are split over using Excel for financial planning. Some extol the simplicity of spreadsheets, others are firmly of the view that financial planning software is necessary for advisors to remain relevant.

Fiduciary Rule: A Lifeline for Robos?

Independent robo providers still have a chance to survive and reach sustainability, thanks to an expected flood of smaller accounts being shed as a result of the rule.

Salesforce Launches Advisor-focused CRM

Salesforce says the crucial difference between its platform and similar, all-in-one offerings is that “it is a client-centric platform, not a product-centric one.”