Reviews written by jamesc650

28 results - showing 1 - 25  
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50-Year Statistical History On A Seven-Asset Diversified Portfolio, Craig Israelsen’s Portfolio Management CE Course
Webinars
jamesc650jamesc650   January 24, 2023
10
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Relevant and timely

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Designing Portfolios For Accumulation And Distribution Lifecycles
Webinars
jamesc650jamesc650   October 26, 2016
(Updated: October 26, 2016)
5.0
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Excellent information

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Lessons From 46-Years Of Monthly Returns
Webinars
jamesc650jamesc650   February 24, 2016
(Updated: February 24, 2016)
4.0
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Retirement Portfolio Design
Webinars
jamesc650jamesc650   October 22, 2015
(Updated: October 22, 2015)
5.0
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Exdcellent

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Craig Israelsen Special Market Coverage
Webinars
jamesc650jamesc650   August 24, 2015
(Updated: August 24, 2015)
5.0
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Good job

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The Investment Accident Waiting To Happen
Webinars
jamesc650jamesc650   January 15, 2015
(Updated: January 15, 2015)
5.0
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Great ideas presented at an opportune time

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LinkedIn For RIAs, Ninja-Style
Webinars
jamesc650jamesc650   July 24, 2014
(Updated: July 24, 2014)
5.0
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Very relevant thank you. How do we sign up??

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75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*
Webinars
jamesc650jamesc650   July 10, 2014
(Updated: July 10, 2014)
5.0
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How To Produce And Edit Your Own Video Presentations
Webinars
jamesc650jamesc650   May 15, 2014
(Updated: May 15, 2014)
5.0
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-

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Manager Selection And An Update On CFA Institute Initiatives For Advisors
Webinars
jamesc650jamesc650   March 20, 2014
(Updated: March 20, 2014)
5.0
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-

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The Big Impact Of Seemingly Small Decisions In Retirement Income Planning
Webinars
jamesc650jamesc650   November 07, 2013
(Updated: November 07, 2013)
5.0
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-

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Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors
Webinars
jamesc650jamesc650   October 31, 2013
(Updated: October 31, 2013)
5.0
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-

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Strategic Alliances With Accountants And Attorneys
Webinars
jamesc650jamesc650   October 03, 2013
(Updated: October 03, 2013)
5.0
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Bowen has some interesting ideas

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Getting Clear About The Cloud For Advisors
Webinars
jamesc650jamesc650   June 13, 2013
(Updated: June 13, 2013)
5.0
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-

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Working With Women Of Wealth
Webinars
jamesc650jamesc650   March 07, 2013
(Updated: March 07, 2013)
5.0
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-

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How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps
Webinars
jamesc650jamesc650   July 26, 2012
(Updated: July 26, 2012)
5.0
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Great content. Let him speak

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The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now
Webinars
jamesc650jamesc650   January 12, 2012
(Updated: January 12, 2012)
5.0
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-

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Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012
Webinars
jamesc650jamesc650   January 09, 2012
(Updated: January 09, 2012)
5.0
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-

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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011
Webinars
jamesc650jamesc650   December 12, 2011
(Updated: December 12, 2011)
5.0
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Thanks for the great slides

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Increasing Credibility With Clients
Webinars
jamesc650jamesc650   December 01, 2011
(Updated: December 01, 2011)
5.0
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Good stuff.

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Adding Clients And Streamlining Processes In 2012
Webinars
jamesc650jamesc650   November 10, 2011
(Updated: November 10, 2011)
5.0
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Great presentation..very succient

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Harold Evensky On What's New In Wealth Management
Webinars
jamesc650jamesc650   July 28, 2011
(Updated: July 28, 2011)
5.0
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HArold did a great job. Good to get his perspective on retirement planning using reverse mortgages and immediate annuities

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Compliant Social Media Marketing For Advisors
Webinars
jamesc650jamesc650   July 08, 2010
(Updated: July 08, 2010)
4.0
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Love to have more input and cover the topic further

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Deeper Client Connections Through The Power Of Story
Webinars
jamesc650jamesc650   May 13, 2010
(Updated: May 13, 2010)
5.0
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Thank you for some great ideas and inspiration

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Principia CAMS (formerly dbCams)
Portfolio Management
jamesc650jamesc650   May 07, 2010
Overall rating 
 
 
3.3
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
2.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
1.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
5.0

Dbcams Review

Old school program that we hope Morningstar will update. Although with the emphasize they are putting on Office...leaves me wondering.

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28 results - showing 1 - 25  
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