Reviews written by e js918

How Wealth Managers Can Use Social Media To Boost Search Engine Rankings

Webinars

e js918 January 26, 2012
(Updated: January 26, 2012)

4.0
Average Attendee Rating
Poor	Average	Excellent

I think one of the best I've heard through A4A.

Read Review Comments (0)

2012 Compliance Priorities For RIAs

Webinars

e js918 January 05, 2012
(Updated: January 05, 2012)

4.0
Average Attendee Rating
Poor	Average	Excellent

Very timely and useful for year end planning

Read Review Comments (0)

Increasing Credibility With Clients

Webinars

e js918 December 01, 2011
(Updated: December 01, 2011)

4.0
Average Attendee Rating
Poor	Average	Excellent

One of the better A4A webinars

Read Review Comments (0)

Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates

Webinars

e js918 August 04, 2011
(Updated: August 04, 2011)

3.0
Average Attendee Rating
Poor	Average	Excellent

I think this particular webinar was a sales pitch for bond funds. Once we heard that the study was based on funds, the dynamics change. I think it...

Read Review Comments (0)

June 2011 Economy Update From Fritz Meyer

Webinars

e js918 June 06, 2011
(Updated: June 06, 2011)

4.0
Average Attendee Rating
Poor	Average	Excellent

Good overview

Read Review Comments (0)

April 2011 Economy Update With Fritz Meyer

Webinars

e js918 April 14, 2011
(Updated: April 14, 2011)

4.0
Average Attendee Rating
Poor	Average	Excellent

Other than the phone glitch, informative.

Read Review Comments (0)

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

Webinars

e js918 March 17, 2011
(Updated: March 17, 2011)

5.0
Average Attendee Rating
Poor	Average	Excellent

Great possibilities with this product

Read Review Comments (0)

10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors

Webinars

e js918 March 03, 2011
(Updated: March 03, 2011)

4.0
Average Attendee Rating
Poor	Average	Excellent

Timely

Read Review Comments (0)

The History Of Manager Due Diligence And Where We Went Wrong

Webinars

e js918 February 10, 2011
(Updated: February 10, 2011)

3.0
Average Attendee Rating
Poor	Average	Excellent

I had expected more qualitative expertise that might be a little more useful for manager selection for alternatives as well as standard equity managers.

Read Review Comments (0)

New Law Means Advisors Must Battle Client Indifference To Estate Planning

Webinars

e js918 January 27, 2011
(Updated: January 27, 2011)

4.0
Average Attendee Rating
Poor	Average	Excellent

It was one of the better ones from the standpoint of useful education.

Read Review Comments (0)

The Death Of Buy & Hold Has Been Greatly Exaggerated

Webinars

e js918 January 06, 2011
(Updated: January 06, 2011)

3.0
Average Attendee Rating
Poor	Average	Excellent

Fine, but disagreed with the presenter

Read Review Comments (0)

State Securities Chiefs Speak About RIA Regulatory Overhaul

Webinars

e js918 December 02, 2010
(Updated: December 02, 2010)

4.0
Average Attendee Rating
Poor	Average	Excellent

It was a bit long, but covered significant material

Read Review Comments (0)

The New Form ADV Part 2

Webinars

e js918 November 11, 2010
(Updated: November 11, 2010)

4.0
Average Attendee Rating
Poor	Average	Excellent

It was up to date and informative, but I would like a little more on state regulation.

Read Review Comments (0)

A New Approach To Estate Planning

Webinars

e js918 October 28, 2010
(Updated: October 28, 2010)

4.0
Average Attendee Rating
Poor	Average	Excellent

Great add in to planning

Read Review Comments (0)

Roth IRA: Beyond The Basics

Webinars

e js918 June 10, 2010
(Updated: June 10, 2010)

4.0
Average Attendee Rating
Poor	Average	Excellent

IT was the most educational concerning the whole roth conversion scenario that I have heard to date.

Read Review Comments (0)

What’s New At Schwab Performance Technologies?

Webinars

e js918 January 21, 2010
(Updated: January 21, 2010)

4.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

PortfolioCenter

Portfolio Management

e js918 November 03, 2009

Overall rating

3.3

Company

4.0

Technology Support

4.0

Reconcilliation

3.0

Financial Institution Interfaces

4.0

Reports

3.0

Fixed Income

3.0

Tax Lot Accounting

3.0

Trading

4.0

Integrations

3.0

Security

3.0

Hosting

3.0

Pricing

3.0

Have been using it since we started the firm and we have seen improvement

NA

Read Review Comments (0)

Junxure

CRM Software

e js918 November 02, 2009

Overall rating

3.7

Company

4.0

Software Support

4.0

Investment Tracking

3.0

Insurance Tracking

3.0

Workflow Management

4.0

Productivity

4.0

Client Portal

3.0

Integration

4.0

Security

4.0

Pricing

4.0

Junxure has served us well for the last eight years and we have probably only used 60% of it.

It would be nice if this tool would function more directly with trading.

Read Review Comments (0)

2010 Compliance Planning For RIAs

Webinars

e js918 October 29, 2009
(Updated: October 29, 2009)

4.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)