15 Traits No Financial Advisor Should be Without
1. Be sure to have a good reputation. Getting a strong referral from a past client can be a sign that people feel comfortable enough to recommend your services to...Read More
5 Quick facts on why AnnuityOptimizer will make you a trusted advisor
Here are the 5 Quick facts on why AnnuityOptimizer will make you a trusted advisor: AnnuityOptimizer Demonstrates fees and projected cash flows for variable, fixed, fixed indexed annuities Compares any type...Read More
A New Way to Provide Massive Aggregate Plan Savings
Using 401k Similarity Based Quantitative Algorithm to Provide Massive Aggregate Plan Savings in Low Fee Alternatives Report The first optimization report that you will face using 401k FiduciaryOptimizer is called Low...Read More
What are the latest views, opinions and outlooks on the end of the DOL Fiduciary Rule?
With the June 13 deadline looming for the DOL to appeal to the Supreme Court and seek permission to argue its case fast approaching; various viewpoints have been mentioned in...Read More
The One Reason Stress Testing is Vital to Financial Advisors
Stress testing is widely used by institutional investors. However, with recent advances in computing power this tool has become accessible to advisors as well. Stress testing allows the user to...Read More
Clear steps advisors can take to turn challenges into opportunities
Source: wealthmanagement.com Every advisory business experiences growing pains. But with margins tightening and competition for top talent at a premium, many advisors are enduring the squeeze and delaying critical choices about...Read More