Blog & News
Webinar – An Introduction to Halo Investing: Outcome Based Strategies
Halo Investing is a marketplace platform that connects advisors with global financial institutions to find, purchase and manage protective investing strategies in their portfolios. As the first independent multi-issuer technology [...]
Webinar – The Case for ESG Investing – Rowling & Associates
ESG investing can potentially benefit your clients' portfolio performance. Sound too good to be true? It's not - and we'll give you all the why's and the how's. In this [...]
Using PreciseFP to Fill and E-Sign SSG/Pershing Forms
We invite you to view this short video so you can quickly and easily learn how to use PreciseFP with clients to fill SSG/Pershing forms. It’s only 10 minutes long [...]
Webinar – Is Your Service Agreement Process Built for Today’s Client?
“I’ll never again ask my clients to print, sign, scan and return a document”. That’s what David O’Brien, MBA, CFP® and Co-Founder of EVOadvisors said as he set out to [...]
Webinar – Authentically Connecting with Women Investors, CE Eligible – T. Rowe Price
Presented by Jean Dunn from T. Rowe Price, Eligible for CE Credits including CFA, CFFP, CFP, CTFA, IWI, PRP This program provides detailed insights into varying personas of women investors [...]
Webinar – Tax Efficient Rebalancing Made Easy – AdvisorPeak
We welcome Janson Evans, Head of Sales at AdvisorPeak, as he discusses and demonstrates AdvisorPeak's trading and rebalancing software in this Q&A style live webinar. AdvisorPeak's trading and rebalancing software [...]
Webinar – Economic and Market Review with Russell Investments
Please join Russell Investments' Mark Eibel as he shares his knowledge and perspective on the current financial markets and changing opportunities. He will help understand recent market events against the [...]
Webinar – Billing in your Clients’ Best Interest
You need complete control over your billing process, for both your firm’s sake and your clients’ best interests. Advisor revenues can bounce around with the volatility of the market, while [...]
Webinar – Beat The “Robo’s” while Delivering an Excellent Personal Experience
You already know that PreciseFP facilitates the onboarding process by filling SSG and Pershing forms automatically. You may even know that our included e-signature allows clients to seal the deal [...]
Webinar – How to Adapt Your Marketing So You Thrive No Matter What This Year Throws Your Way
Now that the world has primarily turned digital, it is more crucial than ever to make sure your marketing not only matches this but that it empowers you to THRIVE [...]