Reviews written by grsfop

26 results - showing 1 - 25  
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Fritz Meyer Economic Update, December 2016
Webinars
grsfopgrsfop   December 12, 2016
(Updated: December 12, 2016)
5.0
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2017 Compliance For RIAs
Webinars
grsfopgrsfop   December 08, 2016
(Updated: December 08, 2016)
5.0
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Defining A Fiduciary-Level Of Diversification
Webinars
grsfopgrsfop   May 25, 2016
(Updated: May 25, 2016)
5.0
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Very good graphs.

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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
grsfopgrsfop   May 24, 2016
(Updated: May 24, 2016)
5.0
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Getting 2016 Off To A Compliant Start
Webinars
grsfopgrsfop   January 20, 2016
(Updated: January 20, 2016)
5.0
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The Math Of Retirement
Webinars
grsfopgrsfop   December 03, 2015
(Updated: December 03, 2015)
5.0
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Estate Plans Of The Rich And Famous
Webinars
grsfopgrsfop   November 19, 2015
(Updated: November 19, 2015)
5.0
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Fritz Meyer Economic And Investment Update, August 2015
Webinars
grsfopgrsfop   August 10, 2015
(Updated: August 10, 2015)
5.0
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Positioning And Delivering Retirement Income With Clients
Webinars
grsfopgrsfop   July 23, 2015
(Updated: July 23, 2015)
3.0
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What Financial Advisors Must Know About Retirement Income Tax Planning
Webinars
grsfopgrsfop   June 25, 2015
(Updated: June 25, 2015)
5.0
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How To Run An RIA Utilizing Tax-Efficient Investment Techniques
Webinars
grsfopgrsfop   February 19, 2015
(Updated: February 19, 2015)
5.0
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Fritz Meyer Economic And Investment Update, February 2015
Webinars
grsfopgrsfop   February 09, 2015
(Updated: February 09, 2015)
5.0
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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)
Webinars
grsfopgrsfop   January 22, 2015
(Updated: January 22, 2015)
5.0
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Excellent

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The Investment Accident Waiting To Happen
Webinars
grsfopgrsfop   January 15, 2015
(Updated: January 15, 2015)
5.0
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Data Breaches And Cyber-Liability For Advisors
Webinars
grsfopgrsfop   January 08, 2015
(Updated: January 08, 2015)
5.0
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Wish it had been longer

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Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014
Webinars
grsfopgrsfop   November 20, 2014
(Updated: November 20, 2014)
4.0
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-

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Strategic Tax Planning For Large IRAs
Webinars
grsfopgrsfop   August 14, 2014
(Updated: August 14, 2014)
5.0
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-

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75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*
Webinars
grsfopgrsfop   July 10, 2014
(Updated: July 10, 2014)
5.0
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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*
Webinars
grsfopgrsfop   June 26, 2014
(Updated: June 26, 2014)
5.0
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-

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The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach
Webinars
grsfopgrsfop   February 06, 2014
(Updated: February 06, 2014)
4.0
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-

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Tax-Sensitive Retirement-Income Withdrawal Strategies
Webinars
grsfopgrsfop   November 25, 2013
(Updated: November 25, 2013)
4.0
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-

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The Big Impact Of Seemingly Small Decisions In Retirement Income Planning
Webinars
grsfopgrsfop   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
grsfopgrsfop   October 31, 2013
(Updated: October 31, 2013)
5.0
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-

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PortfolioCenter
Portfolio Management
grsfopgrsfop   February 22, 2013
Overall rating 
 
 
1.9
Company 
 
 
2.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
2.0
Financial Institution Interfaces 
 
 
2.0
Reports 
 
 
1.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
1.0
Integrations 
 
 
1.0
Security 
 
 
1.0
Hosting 
 
 
1.0
Pricing 
 
 
1.0

Windows based and behind the times

This is my least favorite piece of software

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A New Approach To Safe Retirement Withdrawal Rates
Webinars
grsfopgrsfop   February 14, 2013
(Updated: February 14, 2013)
5.0
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-

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26 results - showing 1 - 25  
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