Reviews written by toddd630

Establishing Hiring Practices At An Advisory Firm

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toddd630 October 06, 2011
(Updated: October 06, 2011)

5.0
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Introduction To Tax-Efficient Investing (Part 1)

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toddd630 September 08, 2011
(Updated: September 08, 2011)

4.0
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Harold Evensky On What's New In Wealth Management

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toddd630 July 28, 2011
(Updated: July 28, 2011)

2.0
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June 2011 Economy Update From Fritz Meyer

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toddd630 June 06, 2011
(Updated: June 06, 2011)

4.0
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Building A Better Balanced Portfolio

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toddd630 April 07, 2011
(Updated: April 07, 2011)

4.0
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Japan's Disaster, Saudi Revolution, And Other Scenarios: Forecasting Their Effects On Portfolios

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toddd630 March 17, 2011
(Updated: March 17, 2011)

4.0
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Employment Law & Social Media: What Advisory Firm Owners Need To Know

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toddd630 March 10, 2011
(Updated: March 10, 2011)

4.0
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The History Of Manager Due Diligence And Where We Went Wrong

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toddd630 February 10, 2011
(Updated: February 10, 2011)

4.0
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New Law Means Advisors Must Battle Client Indifference To Estate Planning

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toddd630 January 27, 2011
(Updated: January 27, 2011)

3.0
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2011 Compliance Planning

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toddd630 December 16, 2010
(Updated: December 16, 2010)

3.0
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State Securities Chiefs Speak About RIA Regulatory Overhaul

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toddd630 December 02, 2010
(Updated: December 02, 2010)

4.0
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The New Form ADV Part 2

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toddd630 November 11, 2010
(Updated: November 11, 2010)

4.0
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Asset Protection Using Domestic Trusts

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toddd630 October 21, 2010
(Updated: October 21, 2010)

4.0
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Improve Returns With Liquid Alternative Investments

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toddd630 October 14, 2010
(Updated: October 14, 2010)

2.0
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Did not give much specifics about portfolio construction. Andy did a good job of trying to gather information on how advisors can utillize their services

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Creating Financial Plans Based On Economic Scenarios

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toddd630 October 07, 2010
(Updated: October 07, 2010)

3.0
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Collaborating With Estate Planning Attorneys

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toddd630 August 05, 2010
(Updated: August 05, 2010)

4.0
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Appointing A Trust Protector To Improve Estate Plans

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toddd630 June 03, 2010
(Updated: June 03, 2010)

4.0
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Good topic. I wasn't even aware of the concept.

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Roth IRA Conversion Techniques

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toddd630 February 04, 2010
(Updated: February 04, 2010)

5.0
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Bob did a great job of answering specific questions. He went well beyond the basics which have been outlined many times. Nice work!

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2010 Compliance Planning For RIAs

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toddd630 October 29, 2009
(Updated: October 29, 2009)

4.0
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