Rebecca Lake

2 weeks ago | lendedu.com | Rebecca Lake

Recertification for income-driven repayment (IDR) plans is required annually, but as of March 18, 2025, applications are temporarily unavailable on the Federal Student Aid (FSA) website. The IDR recertification deadline for 2024 has passed, but we’ve seen no updates from the Department of Education regarding the 2025 deadline. The move follows a blocking the implementation of the Saving on a Valuable Education (SAVE) plan and parts of IDR. Applications are expected to reopen sometime in 2025.

3 weeks ago | erienewsnow.com | Rebecca Lake

Fintech, or financial technology, is increasingly influencing how people invest and build their wealth. Advisors, meanwhile, are seeing the traditional financial planning model be reshaped through digital innovation. Fintech’s impact as a disruptor can’t be ignored, nor can the opportunities it presents for advisors to streamline and scale their businesses. SmartAsset’s Advisor Marketing Platform (AMP) offers financial advisors services like client lead generation, automated marketing and more.

3 weeks ago | erienewsnow.com | Rebecca Lake

Growth rarely follows a straight line, and it’s not unusual to encounter a series of highs and lows as you progress toward your goals. If you feel stuck in your journey, you might consider coaching to revitalize your business and get the momentum going. Financial advisor coaching programs can provide support, structure and training that help you elevate your practice. Are you looking to expand the marketing of your financial advisor practice?

3 weeks ago | erienewsnow.com | Rebecca Lake

Artificial intelligence continues to be a driving force of change in the advisory industry. And embracing AI and its possibilities as an RIA can give you a competitive advantage. After all, it’s clear this technology isn’t simply a passing trend. Exploring AI RIA applications can help you evaluate where it fits into your firm’s growth plans. Are you looking to expand the marketing of your financial advisor practice? Try SmartAsset AMP, a holistic client prospecting and marketing automation platform.

3 weeks ago | sofi.com | Rebecca Lake

By Rebecca Lake. March 31, 2025 · 12 minute read This content may include information about products, features, and/or services that SoFi does not provide and is intended to be educational in nature. A mutual fund is a portfolio or basket of securities (often stocks or bonds) where investors pool their money.