- Advicent releases a new version of NaviPlan with new client reports.
- LPL Financial has gone live with its new premium affiliation model, dubbed Strategic Wealth Services.
- eMoney announced the Getting Started Program, an expansion of its robust onboarding, training, and coaching services.
- Moody’s Analytics announced the launch of a “Know Your Supplier” portal to help hospitals and other healthcare providers.
- HiddenLevers announced the launch of new financial planning features.
- SoFi goes international with the acquisition of Hong Kong-based investment app 8 Securities.
- Asset-Map announced new partnerships with the Association of African American Financial Advisors and the Female Advisor Network.
NaviPlan by Advicent
The latest version of NaviPlan includes new client reports to support client estate planning needs. The Estate Flowchart presents a graph of how estate income flows to spouses, trusts, charities, and heirs. The Estate Planning Detailed Comparison compares a client’s estate for both their current and proposed scenarios side-by-side.
LPL Financial
LPL Financial has gone live this week with its new premium affiliation model, dubbed Strategic Wealth Services, for advisors coming out of the wirehouse and regional firms, and has released new details on the offering. Strategic Wealth Services will help established regional and wirehouse advisors who have high production and manage more than $200 million in assets.
eMoney Advisor
eMoney Advisor, a provider of technology solutions and services that help people talk about money, announced the Getting Started Program, an expansion of its onboarding, training, and coaching services.
Moody’s Analytics
Moody’s Analytics announced the launch of a “Know Your Supplier” portal to help hospitals and other healthcare providers identify and screen suppliers of medical equipment and personal protective equipment.