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The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes.
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INVEST INSIGHTS
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FINANCIAL PLANNING
1. Financial planning for free? What Charles Schwab’s latest offering entails
By Jessica Mathews      2 min read
The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes. Read More →
FINANCIAL PLANNING
2. Tech snafus spur some planners to consider ditching their firms
By Erika Wheless     2 min read
Seventy-seven percent of advisors report they have lost business as a result of not having the appropriate digital tools to interact with clients, according to a new report. Read More →
FINANCIAL PLANNING
3. FPA fall conference goes all virtual. Will 2021 conferences be next?
By Erika Wheless     1 min read
The ongoing coronavirus pandemic has scrambled normal wealth management operations. Read More →
HOT MIC
The financial side of promoting younger planners in indie practices
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Q: What is the main advantage of conventional business loans over other types of loans?

A: “The conventional financing option has always been one that provides flexibility you won’t get necessarily with a [Small Business Association] loan. Maybe somebody just doesn’t want to completely tie themselves to their broker-dealer, so they want to go externally, but the associated flexibility is really what the value-add is over the SBA option, ” says Dustin Mangone, managing partner at PPC Loan.
Get the whole conversation →
Raising Capital
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ConsenSys acquires JPMorgan’s Quorum blockchain technology
By Penny Crosman     2 min read
The bank will outsource future development of Quorum to the software firm. Read More →
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