Reviews written by kmelchiore

18 results - showing 1 - 18  
 
 
An Advisor's Guide To Restricted Stock And Trends In Equity Compensation
Webinars
kmelchiorekmelchiore   March 06, 2014
(Updated: March 06, 2014)
4.0
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The Psychology Of Risk: The Behavioral Finance Perspective
Webinars
kmelchiorekmelchiore   February 27, 2014
(Updated: February 27, 2014)
4.0
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The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach
Webinars
kmelchiorekmelchiore   February 06, 2014
(Updated: February 06, 2014)
4.0
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Measuring Diversification & Non-Market Beta: A Quantitative Approach To Driving Sustainable Returns
Webinars
kmelchiorekmelchiore   January 23, 2014
(Updated: January 23, 2014)
4.0
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The New Ideas Changing Retirement Income Planning
Webinars
kmelchiorekmelchiore   January 16, 2014
(Updated: January 16, 2014)
4.0
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Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options
Webinars
kmelchiorekmelchiore   April 12, 2012
(Updated: April 12, 2012)
4.0
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Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
kmelchiorekmelchiore   March 08, 2012
(Updated: March 08, 2012)
5.0
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Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth
Webinars
kmelchiorekmelchiore   February 16, 2012
(Updated: February 16, 2012)
4.0
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Assessing Major Risks To Retirement Plans
Webinars
kmelchiorekmelchiore   February 09, 2012
(Updated: February 09, 2012)
4.0
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The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now
Webinars
kmelchiorekmelchiore   January 12, 2012
(Updated: January 12, 2012)
4.0
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New Opportunities For Advisors In 401ks
Webinars
kmelchiorekmelchiore   February 25, 2010
(Updated: February 25, 2010)
5.0
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ETFs: The Good, Bad and Misunderstood
Webinars
kmelchiorekmelchiore   February 18, 2010
(Updated: February 18, 2010)
4.0
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Roth IRA Conversion Techniques
Webinars
kmelchiorekmelchiore   February 04, 2010
(Updated: February 04, 2010)
5.0
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I think it is really excellent. Perhaps being ab;e to access the slides as soon as the webinar begins would be great it was hard to keep up at...

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Morningstar Office
Portfolio Management
kmelchiorekmelchiore   January 30, 2010
Overall rating 
 
 
3.1
Company 
 
 
3.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
2.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
2.0
Pricing 
 
 
3.0

Morningstar

No comment

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SunGard WealthStation
Financial Planning
kmelchiorekmelchiore   January 30, 2010
Overall rating 
 
 
3.6
Company 
 
 
3.0
Interface 
 
 
4.0
Integration 
 
 
2.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Sunguard

no comment

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ACT
CRM Software
kmelchiorekmelchiore   January 14, 2010
Overall rating 
 
 
2.7
Company  
 
 
3.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
3.0

ACT is used exclusively in our firm

Extremely useful program

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Preparing For The Worst: Managing Your Clients In A Bear Market
Webinars
kmelchiorekmelchiore   July 16, 2009
(Updated: July 16, 2009)
4.0
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18 results - showing 1 - 18