When advisors look at a client's entire financial picture, it's hard to disentangle tax, estate and insurance planning from financial planning. In reality, everything affects everything else. So when FP Alpha announced its integration with eMoney, William Trout, of Datos Insights, saw it as a way to solve one of the fundamental challenges advisors face: translating comprehensive financial plans into actionable implementation.

Do you use either or both of these platforms? Let me know — robert.burgess@arizent.com.

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!