Advisors’ Top Priority? Growth Trumps Tech!

POSTED ON December 30, 2015 BY Bill Dillhoefer

A recent Scottrade advisor survey finds that regardless of size, RIAs would invest first in growing their firms, followed by tech.   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 […]

Technology Photo by Dhaval Parmar on Unsplash

How to Get the Best Advisor Tech Tools

POSTED ON December 24, 2015 BY Bill Dillhoefer

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

POSTED ON December 16, 2015 BY Bill Dillhoefer

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 […]

Junior Exec Photo by Ali Morshedlou on Unsplash

Equity Compensation Advisor Info: December 2015

POSTED ON December 11, 2015 BY Bill Dillhoefer

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 […]