When you combine “wealth” and “tech”, the result is “wealthtech”. Wealthtech companies are helping financial advisors and wealth management firms achieve faster and more profitable growth. Financial advisors and wealth management firms today are inundated with promising technology solutions that streamline client data, optimize portfolios, improve marketing effectiveness, and provide seamless back-end processes. But advisors […]
As a fee-only financial planner, you’re sure to serve clients with a diverse range of insurance needs. And as a fiduciary, you always have your clients’ best interests in mind. So when it comes to finding the ideal insurance products for your clients, there’s no better decision than working with trusted insurance specialists who exclusively […]
Financial institutions and advisors everywhere share the common goal of improving operational efficiencies in their day-to-day workflow so that they are able to spend more time with their clients and continue building their book of business. We’re fortunate enough to be in a position here at FutureVault where we regularly talk with several organizations and […]
When you hear the term content marketing as a financial advisor, the first thing that likely comes to mind is writing and publishing articles on your own website. But there’s so much more to content marketing and if writing isn’t your cup of tea, don’t worry! We’ll share ideas to help you attract your ideal […]
In this article, we’ll explain the specific disclosure requirements prescribed by the SEC for testimonials and endorsements to help you craft disclosures that are compliant with the SEC Marketing rule [Rule 206(4)-1]. Beyond regulatory compliance, we’ll also discuss how thoughtfully prepared disclosures help consumers make more informed and educated decisions when evaluating financial advisors. And […]
Where you choose to collect, display and promote testimonials and endorsements matters. This is especially true for financial advisors and wealth management firms subject to SEC oversight. In this article, we compare features and policies of general online review platforms (specifically Google and Yelp) to a dedicated industry online review platform (Wealthtender), and your own […]
As a financial advisor, coordinating estate planning services for your clients represents an important and impactful way to deliver considerable value. You’ve likely developed trusted partnerships with estate planning attorneys, alongside online tools and off-the-shelf resources for less-complex situations. But a point of frustration heard among many advisors has been the lack of a cost-effective […]
It may not come as a surprise to hear that significant life events like inheritance, divorce, or the sale of a business represent a primary catalyst for people to hire a new financial advisor. But for financial advisors with the knowledge and experience to help clients navigate these stressful times in their lives, a primary […]
While the concept of storing documents online isn’t new, finding a white-label digital vault solution with enterprise bank-grade security for financial institutions to offer their clients used to be a tall order. Fortunately, times have changed. An industry leader has emerged with a robust online storage platform that expands upon the table stakes of best-in-class […]