Reviews written by khowardadvisors4advisors

13 results - showing 1 - 13  
 
 
The 3.8% Surtax On Net Investment Income
Webinars
khowardadvisors4advisorskhowardadvisors4advisors   April 04, 2013
(Updated: April 04, 2013)
5.0
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-

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New, Improved Methods For Optimizing Retirement Income
Webinars
khowardadvisors4advisorskhowardadvisors4advisors   March 28, 2013
(Updated: March 28, 2013)
3.0
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-

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Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
khowardadvisors4advisorskhowardadvisors4advisors   March 08, 2012
(Updated: March 08, 2012)
5.0
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Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates
Webinars
khowardadvisors4advisorskhowardadvisors4advisors   August 04, 2011
(Updated: August 04, 2011)
5.0
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April 2011 Economy Update With Fritz Meyer
Webinars
khowardadvisors4advisorskhowardadvisors4advisors   April 14, 2011
(Updated: April 14, 2011)
5.0
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Great

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New Law Means Advisors Must Battle Client Indifference To Estate Planning
Webinars
khowardadvisors4advisorskhowardadvisors4advisors   January 27, 2011
(Updated: January 27, 2011)
5.0
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Poor Average Excellent

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Getting Referrals Perpetually
Webinars
khowardadvisors4advisorskhowardadvisors4advisors   January 20, 2011
(Updated: January 20, 2011)
4.0
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Morningstar Office
Portfolio Management
khowardadvisors4advisorskhowardadvisors4advisors   January 12, 2011
Overall rating 
 
 
2.9
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
2.0
Integrations 
 
 
2.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Morningstar Office

Could be more robust

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The Death Of Buy & Hold Has Been Greatly Exaggerated
Webinars
khowardadvisors4advisorskhowardadvisors4advisors   January 06, 2011
(Updated: January 06, 2011)
5.0
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great information

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Silver Financial Planner
Financial Planning
khowardadvisors4advisorskhowardadvisors4advisors   December 30, 2010
Overall rating 
 
 
3.2
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Silver Financial Planner

Easy for clients to understand. Great product to use the reports as a starting point for client discussions

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2011 Compliance Planning
Webinars
khowardadvisors4advisorskhowardadvisors4advisors   December 16, 2010
(Updated: December 16, 2010)
5.0
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Poor Average Excellent

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Microsoft Outlook
CRM Software
khowardadvisors4advisorskhowardadvisors4advisors   December 10, 2010
Overall rating 
 
 
3.2
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
3.0

Microsoft Outlook

Good product for cost

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13 results - showing 1 - 13