GoWealthPro’s Dinesh Sharma presented at the NAPFA conference in Dallas on the role of technology for education based client acquisition. He also shared GoWealthPro’s research across different demographics.
Investment News: Tool helps advisers determine health costs for clients
Financial planning applications come in two flavors, goal-based or cash-flow-based, and neither type does a very good job of equipping advisers with ways to estimate insurance or health care costs for their clients …
By Davis Janowski
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GoWealthPro Launches The Retirement Planner
GoWealthPro’s new Retirement Planner enables financial advisors to create comprehensive, personalized retirement plans in minutes via collaborative, efficient, and affordable process. Click here to download the full release.
Financial Advisor Magazine: MARKET IN THE MIDDLE
GoWealthPro uses a couple of key tools to try and help financial advisors serve less-affluent clients.
By Joel P. Bruckenstein
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GoWealthPro Announces The Retiree Healthcare Planner
On-line retiree healthcare planner estimates the personalized utilization of healthcare services and healthcare expenses for the entire duration of retirement. Click here to download the full release.
Investment News: Measuring a client’s financial health
GoWealthPro develops index intended to shed light on fiscal well-being.
By Deborah Nason
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GoWealthPro Launches Personal Financial Index®
On-line financial modeler shows individuals how well they are managing their finances. Click here to download the full release.
Advisor Perspectives: The Perfect Storm: Threat or Opportunity
Financial turmoil of our lifetime, a massive wave of baby-boomers sliding into retirement, and Dodd-Frank Law converge into an opportunity for some and threat for others. Click here to download the full story.