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    The Tailored Fit: Q&A

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    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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    The Shift Away From Open Architecture in Fintech

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    The Shift Away From Open Architecture in Fintech

    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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    New White Paper Examines How Advisors Can Use Technology to Mass-Customize Financial Planning

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    New White Paper Examines How Advisors Can Use Technology to Mass-Customize Financial Planning

    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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    ThinkAdvisor: Covisum's Advisor and Quant Discuss the 4% Rule

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    ThinkAdvisor: Covisum's Advisor and Quant Discuss the 4% Rule

    In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. This week, we asked Joe and Ron to discuss, the 4% rule.
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    A Closer Look at the New Tax Clarity Updates: Dependent Tax Credit

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    A Closer Look at the New Tax Clarity Updates: Dependent Tax Credit

    At the beginning of April, Covisum rolled out four new features to the Tax Clarity® software. The new dependent tax credit feature allows advisors to demonstrate the impact of the revised dependent tax credit, including for dependents over the age of 16
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    Forbes Finance Council: The Truth About Portfolio Risk Exposure

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    Forbes Finance Council: The Truth About Portfolio Risk Exposure

    In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, addressed common misconceptions surrounding financial risk and the dangers of relying on an outdated financial risk model.
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    Review This Checklist Before Hosting Your Next Financial Planning Seminar

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    Review This Checklist Before Hosting Your Next Financial Planning Seminar

    When done correctly, educational financial planning seminars are a great way to attract new clients. Start the planning process by reviewing this checklist and make your next seminar a success.
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    ThinkAdvisor: Covisum's advisor and quant discuss the benefits and risks of ESG investing

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    ThinkAdvisor: Covisum's advisor and quant discuss the benefits and risks of ESG investing

    In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. This week, we asked Joe and Ron to discuss, the benefits and risks of ESG investing.
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