Thriving through changing times

By Katie Godbout, Director of Sales and Marketing

Is your business thriving? The 2018 FA Insight Study recently published by TD Ameritrade Institutional states that firms with a specific target market are achieving greater rates of growth and profitability than their peers  the median operating profit margin was 18% greater and the median annual client growth was 35% greater. Are you attracting the right prospects and enchanting them by meeting their every expectation?

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Posted in White Paper, Marketing Strategies, Marketing, FinTech, Technology

The Tailored Fit: Q&A

We sat down with Covisum President Joe Elsasser, CFP®, the author of, “The Tailored Fit: How Advisors Can Use Technology to Mass-Customize Financial Planning,” to ask a few questions about his newly released white paper.

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Posted in White Paper, FinTech, Free Download, Industry Advice, Joe Elsasser, Technology, Tech

The shift away from open architecture in fintech

Posted on July 23, 2018

In his recent white paper, “The Tailored Fit: How Advisors Can Use Technology to Mass-Customize Financial Planning,” Covisum President, Joe Elsasser CFP®, examines the shift from open architecture to full integration.

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Posted in Joe Elsasser, FinTech, White Paper

New white paper examines how advisors can use technology to mass-customize financial planning

Posted on July 10, 2018

Covisum’s new white paper, “The Tailored Fit: How Advisors can use Technology to Mass-Customize Financial Planning,” takes a closer look at how new technological tools will change the current landscape for financial advisors.

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Posted in FinTech, Joe Elsasser, White Paper

The 7 books (and papers) everyone with an interest in financial tech should read

In honor of Financial Literacy Month, Covisum President, Joe Elsasser,CFP®, has created a reading list for anybody with an interest in the financial tech industry. As you know, this is evolving. Financial advisors, finance students, and those working in fintech can benefit from this reading list.

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Posted in Blog, Free Download, Joe Elsasser, White Paper, Grow your business

InvestmentNews: New tax law offers opportunities for advisers and retirees

After the Tax Cuts and Jobs Act passed and Covisum updated Tax Clarity to reflect the changes, we've seen a huge influx of interest in the software. We've updated all of our advisor-facing marketing materials that come with a paid subscription, including our white paper, "The Elephant and the Snowball: How Advisors Can, and Should, Talk Taxes with Clients." Recently, Mary Beth Franklin with Investment News covered the content in the article, "New tax law offers opportunities for advisers and 

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Posted in InvestmentNews, In The News, Tax Clarity, White Paper

New white paper examines how advances in risk analytics are changing the client-advisor discussion

Posted on July 19, 2017

Covisum’s new white paper explains the dangers of relying on traditional models of explaining and estimating portfolio risk, and how risk analytics have evolved, giving you amazing new opportunities to help clients more.

You've seen it happen: losses accumulate in a portfolio, and the client ponders doing something unwise. Whether they're the most risk-averse client or extremely laissez-faire, they're vulnerable to emotional reactions. When they're paying you to help them make smart

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Posted in SmartRisk, Risk, portfolio risk, White Paper, Free Download

How to approach ‘A Fine Mess’ of a tax code before Trump reform

Following the failed attempt to repeal and replace the Affordable Care Act, President Trump signaled that his next big effort would be to reform the tax code. But a few weeks later, he said an overhaul of the tax code would be pushed back so another attempt to repeal Obamacare would be a priority.

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Posted in Blog, Fiduciary Rule, Free Download, In The News, Tax, Tax Clarity, Tax Reform, White Paper

How deductions and exemptions can snowball

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Posted in Blog, Fiduciary Rule, Free Download, Planning Techniques, Retirement, Tax Clarity, Tax Map, White Paper

How advisors should talk taxes with clients

The elephant and the snowball

Taxes are a critical piece in retirement planning, yet most financial advisors avoid discussing the topic for several reasons. First and foremost, they fear violating federal regulations or industry standards that limit who can provide "tax advice."

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Posted in Blog, Department of Labor, Fiduciary Rule, Free Download, Tax Clarity, Tax Map, White Paper