Earlier this week the DataPoints team had the privilege of attending the XY Planning 2016 conference in San Diego, and presented its technology solution to the advisors there in the conference’s inaugural fintech competition. The XY Planning network is a group of fee-only financial advisors that are committed to serving as fiduciaries to their clients and have a special focus on serving those clients that may not fit with more traditional financial services. The …
Reinventing yourself this Labor Day? Search trends from Google provide some interesting insights if you’re considering a change in title. What do you call yourself? What do your prospective clients call you? …