Resources

State tax updates for 2021 are now live in Moneytree Plan.

Advisors are preparing for a seismic shift in their client base as they prepare for the Great Wealth Transfer - the generational handoff of tens of trillions of dollars over the next few decades. A part of this change means interacting with a new client base that has very different expectations for their advisors.

MUNCIE, Ind., Aug. 17, 2021 /PRNewswire/ -- Moneytree Software, a leading provider of cloud-based financial planning solutions, announced today the addition of data account aggregation into the Moneytree Plan platform.

Expect as much as $68 trillion in assets to be included in the Great Wealth Transfer, and the odds are that money is moving to different providers too. How can you prepare?

Let’s discuss how account aggregation is helping many advisors gain efficiencies for creating financial plans. Here are six reasons account aggregation may be an answer for you.

Account aggregation is a single location for an individual to see their accounts across a myriad of institutions. Get a quick intro here.

Do these simple steps to provide substance to the relationships you have in your professional network and build a digital presence as an expert.

The Challenger Sales Method establishes a framework that allows your insight and expertise to become the differentiator to engage and win over new clients.

We put together the Financial Advisors' 2021 Digital Marketing Checklist to help establish a professional brand image online and attract customers.

With a new year comes new tax numbers. Adjustments to tax brackets, standard deductions, exemptions, and more are now available in Moneytree Plan.

RMD timing can be a confusing topic. It can help to conceptualize it by asking this question: If my client is 71 today, will they turn 72 before December?