This 8-minute video for financial advisors provides a walk thru of the StockOpter.com platform for helping clients get the most out of their company stock and option positions. StockOpter enables advisors to: Attract and engage stock plan recipients Efficiently manage client equity compensation holdings Generate and justify AUM or planning fees Help clients make timely […]
Tag: equity awards
Fidelity Study: Financial Planning Helps Employees Get More Value Out of Their Stock Awards
According to newly released research from Fidelity Investments, the top four reasons employers should want their employees to include their company stock in their overall financial planning are: 1) They are twice as likely to take proactive steps to manage their stock awards, such as accepting awards, exercising options or selling shares; 2) they are twice […]