Practice ManagementVideos Financial Planning with the Fire Drill Stress Test By Brian Leitner | April 20, 2022 LinkedinTwitterFacebookEmail Written by Brian Leitner How can you add value for that year-five client? Brian Leitner, head of Mariner Platform Solutions, has some ideas. Related Posts:Outsourcing Investment Management to Elevate Your BusinessCommissioner Blames E-Commerce Giants in Deadly Battery FiresWhy a $4 Billion Settlement of Maui Fire Claims Is Tangled Up in CourtDelivering ‘Wealth Planning Alpha’Powered by Contextual Related Posts Share LinkedinTwitterFacebookEmail Previous articleHelp Clients Address Sequence-of-Return RiskNext articleHelp Your Clients Teach Their Grandchildren About Money Latest News See all >> GoFundMe Launches Charitable Giving Funds with Vanguard, BlackRock GoFundMe has 200 million users and could broaden the appeal of donor-advised funds for charitable giving — and centralize giving. Warren Buffett Donates Record $6 Billion Berkshire Shares The latest donation boosts his overall giving to charities to well over $60 billion. Capital Group Boosts Retirement Plan Service With Advisor-Focused Upgrades RecordkeeperDirect additions include “fund flexibility” offering investments from other fund families. Firms Need to Get Back to the Basics of Organic Growth, Report Urges Some that use artificial intelligence for prospecting are reporting huge gains in lead generation. Seniors Outnumber Children in 11 States and Almost Half of Counties There are still more kids than older adults, but that difference is shrinking as more boomers hit 65. BlackRock Aims to Tap Into Texas Reputation BlackRock launches an ETF to tap into Texas's growing reputation as a magnet for companies, capital and jobs in the United States.
