Check out The Journal's podcast on SoftBank's large bet.
Every story feels like breaking news and sometimes you need to break away from that! We at IFA have put together a list of our recent favorite content. Hopefully it will help get you through this weekend! The New York Philharmonic shows that the music doesn’t stop just because we are apart. Watch this cello duet come together from miles apart. Got the travel bug? Explore [...]
The week ahead presents us with a sense of HOPE. Health, Opportunity, People, Environment. We have some ideas on how to have HOPE throughout this week. Engage in healthy habits. Of course we mean to wash your hands and sneeze into your elbow, but other healthy ideas will help you feel your best. There are lots of free yoga sessions available through YouTube, stretches [...]
Coping with College Loans Paying them down and managing their financial impact. Total student loan debt in America is now around $1.6 trillion. Since 2008, it has more than doubled. Federal Reserve data states that 44.7 million Americans are dealing with lingering education loans. The average indebted college graduate leaves campus owing nearly $30,000, and [...]
"...BlackRock will remove companies that generate more than 25% of their revenues from coal production from its actively managed portfolios. But only about a quarter of BlackRock's assets are actively managed, according to Reuters." Read "World's Largest Asset Manager Puts Climate At The Center of Its Investment Strategy" by Laurel Wamsley from NPR. The largest [...]
Check out this list from Financial Planning on those who will change wealth management in 2020. 20 People Who Will Change Wealth Management in 2020
Mark Bertrang interviewed Dan Kullman, the keynote speaker from IFA's 2019 annual conference, for his podcast Discovering Wisdom. They talk about how behavior affects investing. Click here to listen.
Click here to read about how close to 60% of American's are not using a retirement account, and how we can help.
Good afternoon! Please click here to read a great article on how to commit to healthy work habits as we continue through 2019. Thanks to the Wealth Advisor for this article! IFA
The Interactive Financial Advisors team would like to say thank you for your business! We want to take time to review the last year in the market, particularly December, due to the volatility we’ve experienced. IFA is here to make your life better. It’s your money, and you need to be comfortable and informed on [...]
Someone Who CARES is how we at Interactive Financial Advisors describe our services. We take pride in helping advisors be their best and giving clients the opportunity to be in control of their financial future. One way we actively involve clients and advisors is through Portfolio Analyzer., powered by Emotomy. For information on how [...]
5 Tips for Better Email Management By Aaron Pugh Would you have “letters” thrown all over the place in your office? Would you have potentially very important documents in UNOPENED letters lying around? Probably not. Now that we’re well into the digital age of mail, it is still difficult for many of us to manage [...]
Finding Work-Life Balance as an Entreprenuer By Mike Fraser For the past 20 years, I’ve been fortunate enough to manage my own business as a financial advisor. During this time, I’ve also been lucky to raise my beautiful 27-year-old daughter and my extremely energetic 9-year-old son. Being an entrepreneur has given me a lot of [...]
A robo in every advisor’s future? By Tobias Salinger October 17, 2017 Custodians are increasingly calling upon advisors to become disruptors. Trust Company of America follows Pershing and LPL Financial in offering robo tools to its advisor base, exhorting RIAs to make their own automated offerings for smaller accounts. TCA CEO Josh Pace [...]
Roadmap to Successful Succession Planning for Financial Advisors By Emily Martin I have had the good fortune to partner with many financial advisors in my 18 years in the business. In my earliest days in the field, a more senior representative mentored me. I was her assistant, and I learned from her example. Business succession [...]
By James Capps, Chief Technology Officer, Trust Company of America 9/15/17 As you have most likely heard, late last week, Equifax – one of the ‘Big Three’ credit bureaus in the United States – admitted that its own lax security practices had allowed hackers to steal the personal identities of 143 million U.S. citizens. Data [...]
Why I Became a Financial Advisor By Emily Parent We’ve all been there. We’ve seen that friend, relative, neighbor or co-worker struggle — like, really struggle — to get out of a financial hole (may not have been completely their doing but still could have been prevented). We wonder what we could have done differently [...]
We are excited to announce our upcoming Advisor blog series starting September 25, 2017. The blog will be focused on best practices and thought leadership within the industry and will be posted on the last Monday of the month at 8AM CST. Please share content on your Linkedin pages and if you have any questions [...]