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Advicent announces strategic technology partnership with Janney Montgomery Scott
via bobsguide

Janney to utilize the NaviPlan® financial planning software along with Presentation Module from Advicent to enhance Retirement Income Evaluator™ and manage compliance efforts in the wake of DOL fiduciary standards. Advicent, the leading financial planning...
Advicent Adds NaviPlan LEADS™ and Integrations with Morningstar OfficeSM and Redtail CRM to the NaviPlan® Tool
via advicentsolutions

Milwaukee, WI – July 21, 2014 Today, Advicent announced the latest additions to the NaviPlan® financial planning tool, including NaviPlan LEADS™ online lead generation tool, expanded integration options and new Next-Gen reports functionality. Every...
DOL Fiduciary Rule: The Implications for Wholesalers and Their Leaders
via wholesalermasterminds

Regardless of who you talk to, wholesalers and their leaders agree: the DOL Fiduciary Rule, that takes effect in April 2017, will continue to bring change to our industry. How sweeping will the change be? What will the impact be for wholesalers and...
New Fiduciary Rule’s Applicability Date Approaches. Are You Ready to Comply?
via iireporter

(Image credit: Adobe Stock.) Recent actions by the US Department of Labor (DOL) are causing insurance and other financial services brokers to rethink their business models and how they communicate with their customers. That’s because the DOL recently...
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/27/16
via fiduciarynews

Welcome to FiduciaryNews.com Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks. If you smile when...

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NaviPlan by Advicent | Financial Planning Software

At Advicent, we provide financial planning software solutions for financial services firms both large and small. Our advisor software can scale for any client need – from simple retirement planning to...