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Trends for 2022

The LibertyFi team is constantly thinking ahead and planning for the future. The trickle-down effect means that the trends we are seeing will not only help us but also the advisors we serve and their clients. Here’s what we see happening over the next 12 months.

Secrets to Scale with Shannon Granahan

On a recent episode of Secrets to Scale, Alli Jordan spoke with Shannon Granahan, Senior Director of Partners at Healthpilot, the company that powers the Envestnet Healthcare Exchange. Healthpilot was created to offer an all-digital solution that simplifies the Medicare enrollment process by saving time and money while helping enhance the client experience.

3 Benefits UMAs Deliver to Improve Your Practice

A unified managed account (UMA) allows you to run multiple strategies within a single custody account at the registration level. These strategies can be comprised of third-party products, advisor-run models, mutual funds, ETFs, individual bonds, stocks, and more. UMAs are powerful tools with benefits for both you and your high-net-worth (HNW) clients.

Creating Better Client Outcomes with the Right Medicare Plan

With healthcare costs spiraling upwards, choosing the right plan is one of the most important financial decisions a retiree can make. According to the Kaiser Family Foundation, the average Medicare beneficiary has access to 33 Medicare Advantage plans, so finding the right coverage at the best price can be confusing and complicated.