A recent Scottrade advisor survey finds that regardless of size, RIAs would invest first in growing their firms, followed by tech. http://www.thinkadvisor.com/2015/12/03/advisors-top-priority-growth-trumps-tech-scottrade? Those were the key findings of the 2015 Scottrade Advisor Services Study, which in August surveyed 373 RIAs online with at least $10 million in assets under management, asking where they would […]
Month: December 2015
How to Get the Best Advisor Tech Tools
IMAGE: Dhaval Parmar / Unsplash Financial advisor tech is more important today than ever before for achieving success. Technology tools can help advisory firms to attract more of the right clients, improve operational efficiency, provide important services and enhance client interactions. However, these tools need to be selected and implemented properly to achieve the expected results. […]
Year-End Tax Planning for Executives
By Bill Briggs, Net Worth Strategies, Inc. This article illustrates the value of doing a comprehensive year-end equity compensation tax planning analysis for executives using StockOpter Pro. The following case analyzes if it is advantageous to sell shares in a concentrated employer stock position at the end of the current year versus the beginning of the […]
Equity Compensation Advisor Info: December 2015
IMAGE: Ali Morshedlou / Unsplash Five Things For Employees to Review Before Year End: There are certain employee benefit related actions that should be reviewed and possibly changed periodically, if not annually. Richard Friedman from the Ayco Company points out his “top five” year end reminders, which incorporate mistakes he has seen all levels of employees make […]