Check out The Journal's podcast on SoftBank's large bet.

How are you keeping your information safe? A digital security vendor used FINRA's guidelines and rolled out a digital security assessment tool for advisors working remotely: Only 15% got a perfect score. From Wealth Management

Check out this week's podcast from Mark Bertrang.

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 [...]

Check out this perspective from E*Trade Capital Management, LLC.

From Wealth Management: The Most Heavily Traded ETFs in the Past Month.

You have relationships with your clients, but how do you show them you care? Redtail Technology gives celebration tips.

Check out this slide show from Wealth Management for some books to add to your reading list.

Check out this podcast from The Wall Street Journal and the changes coming for FICO scores.   Why Your Credit Score Could Drop.

5 Ways to Build Your Business This Year. From Thornburg Investment Management.

The Secure Act of 2019 comes with "29 provisions or changes" that may impact clients. Take a look at the article linked below to learn more. Secure Act Checklist

In this article from ThinkAdvisor, author Bryce Sanders gives 8 resolutions for advisors to strengthen their client relationships.   8 Advisor Resolutions for 2020

"...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

Check out this article about email marketing from Christopher P. Wendt on Wealth Management.   "Simply “selling” your products and services is not your primary goal."

Click here to read about possible changes to required minimum distributions.   From Wealth Management.

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 [...]

At IFA, we pride ourselves on being Someone Who CARES. We make sure our technology reflects that. The Making Life Better Calculator is one way we show that we care. For more information, click on the overview below: Making Life Better Calculator Overview

Click below to read about what IFA can offer you and your clients.   IFA Overview

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 [...]

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 [...]

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