Reviews written by DianePearson

16 results - showing 1 - 16 Results per page:
 
Three Requirements For Advisors To Make Money And Technology To Support It (Event)
 

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 5.0
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DianePearson Reviewed by DianePearson
October 26, 2012

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Last updated: October 26, 2012
 
Trust Topics And Trends For Financial Advisors (Event)
 

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Gideon did a nice job with the presentation.
Rating:
 
 5.0
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DianePearson Reviewed by DianePearson
October 12, 2012

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Last updated: October 12, 2012
 
3Q Tax Developments & Securities Transactions (Event)
 

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Rating:
 
 5.0
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DianePearson Reviewed by DianePearson
October 05, 2012

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Last updated: October 05, 2012
 
RIA Fee Structure: Earning Fees In An Era When Investment Management Is Commoditized (Event)
 

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Rating:
 
 4.0
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DianePearson Reviewed by DianePearson
September 28, 2012

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Last updated: September 28, 2012
 
Year End Income Tax Planning (Event)
 

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Rating:
 
 5.0
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DianePearson Reviewed by DianePearson
September 07, 2012

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Last updated: September 07, 2012
 
Understanding The 3.8% Excise Tax (Event)
 

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Rating:
 
 5.0
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DianePearson Reviewed by DianePearson
August 03, 2012

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Last updated: August 03, 2012
 
Tax Strategies For Business Owners (Event)
 

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Rating:
 
 5.0
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DianePearson Reviewed by DianePearson
June 22, 2012

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Last updated: June 22, 2012
 
Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning (Event)
 

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Rating:
 
 5.0
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DianePearson Reviewed by DianePearson
June 15, 2012

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Last updated: June 15, 2012
 
Practical Tips For RIAs To Move To The Cloud Compliantly (Event)
 

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Rating:
 
 5.0
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DianePearson Reviewed by DianePearson
April 20, 2012

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Last updated: April 20, 2012
 
Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records (Event)
 

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Rating:
 
 5.0
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DianePearson Reviewed by DianePearson
March 30, 2012

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Last updated: March 30, 2012
 
Gresham's Model For A Healthy Relationship With Money (Event)
 

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Rating:
 
 5.0
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DianePearson Reviewed by DianePearson
March 23, 2012

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Last updated: March 23, 2012
 
Assessing Major Risks To Retirement Plans (Event)
 

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Rating:
 
 5.0
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DianePearson Reviewed by DianePearson
February 10, 2012

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Last updated: February 10, 2012
 
The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now (Event)
 

0 of 0 people found the following review helpful
Apollo did a good job.
Rating:
 
 4.0
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DianePearson Reviewed by DianePearson
January 13, 2012

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Last updated: January 13, 2012
 
Best Practices In Document Management (Event)
 

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Rating:
 
 4.0
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DianePearson Reviewed by DianePearson
December 09, 2011

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Last updated: December 09, 2011
 
Increasing Credibility With Clients (Event)
 

0 of 0 people found the following review helpful
Great topic - we always have room for improving our client relationships.
Rating:
 
 5.0
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DianePearson Reviewed by DianePearson
December 02, 2011

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Last updated: December 02, 2011
 
Golden Years
Financial Planning
 

Retirement Projections are detailed.

1 of 1 people found the following review helpful
I would recommend the software to others. We have been using it for over 10 years. The company's support line is very helpful and willing to listen to our recommendations for a better product.
Overall rating: 
 
 3.2
Company :
 
 4.0
Interface :
 
 1.0
Integration :
 
 1.0
Pricing :
 
 4.0
Monte Carlo Simulation :
 
 3.0
Taxes :
 
 3.0
Asset Allocation :
 
 3.0
LTC-College Planning :
 
 5.0
Estate Planning:
 
 5.0
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DianePearson Reviewed by DianePearson
November 09, 2011

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16 results - showing 1 - 16
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