Corporate Exec IMAGE: Peshkov / 123RF Stock Photo

Best Practices for Working with Corporate Executives

POSTED ON February 25, 2020 BY Bill Dillhoefer

IMAGE: Peshkov / Financial advisors that work with corporate executives and help them to diversify their company stock and options can use the following best practices to drive additional business. One: Keep track of how much revenue you generate from executives. users report they gather on average over $500,000 in assets under management […]


Press Release: StockOpter Adds 10b5-1 Trading Plan Tracking

POSTED ON February 12, 2020 BY Bill Dillhoefer

Bend, OR, February 12, 2020 –, the industry leading application for equity compensation valuation and risk analysis has been enhanced to track client 10b5-1 trading plans. These trading plans established under SEC Rule 10b5-1 provide an affirmative defense against charges of insider trading because they are setup before the employee knows information that may […]


StockOpter Overview Video

POSTED ON February 4, 2020 BY Bill Dillhoefer

Fee compression has become a major challenge for the wealth management industry. This StockOpter overview video explains why financial advisors now need to provide clients with specialized and sophisticated advice instead of just portfolio management. One such discipline is assisting clients that receive stock-based compensation from their employers. Here’s how financial advisors can beat fee […]