Apartment

Mar 5 2019

Financial Advisor Recruiting Best Practices – Why Should I Join You?

#find #financial #advisors # Today’s environment for financial advisor recruiting is far different when I started 25 years ago. Information is far more available; financial advisors have many more choices; the regulatory environment makes it much more difficult to move; and everyone is after the same assets. Financial Advisors with assets are in demand and following Financial Advisor recruiting best practices will get the best results. Financial Advisor Recruiting Best Practices In order to attract financial advisors to your firm you have to do two things:1) You have to have a value proposition for FINANCIAL ADVISORS, not just your clients …

Oct 7 2017

About Us – Criterium Financial #redhawk #wealth #advisors

# About Us Charlie Horan Criterium Financial Principal, Charlie Horan has been serving the Quad Cities through the CPA Firm now known as Horan Barker P.C. since 1982. Prior to starting that firm, Charlie worked for several years as a Pension Specialist for the Arthur Andersen Small Business Tax Group in downtown Chicago. A graduate of Notre Dame, with a degree in business, Charlie served in the Air Force for three years, including a year overseas in Korea. He has two graduate degrees — an MBA from the University of Iowa, and a Masters Degree in Taxation from DePaul. Criterium …

Sep 30 2017

SEI – Financial Advisors #business #financial #advisors

# Comprehensive solutions designed to support every facet of a global wealth management business, including investment management, investment processing, infrastructure operation, and business development. Wealth management platforms for independent investment advisors, including end-to-end solutions for practice management, investment management and investment processing. Fiduciary Management programs that integrate experienced resources, investments, and advice for institutional investors. Asset servicing and investment operations outsourcing solutions for investment managers worldwide. Individuals Families Life and wealth solutions for high-net-worth investors. A closer look at the businesses we serve, our mission, our history of innovation and our unique culture. Find out if you�re the employee we�ve …

Aug 3 2017

Trust as IRA beneficiary #paladin #registry, #financial #articles, #financial #advisors, #financial #planners, #herb #white, #financial #advice

# Trust as IRA beneficiary Presented by: Herb White Trusts have been around since the 1500’s when English landowners used them to get free of creditors and feudal obligations. Today, of course, trusts are more comprehensive and complex, but used correctly, they provide the flexibility and control you want over your assets when you die. If you choose to name a trust as the beneficiary of an IRA there are some important considerations. If the trust qualifies as a “see-through trust”, the IRS permits the use of the oldest trust beneficiary’s life expectancy for purposes of required minimum distributions. This …