Reviews written by gibr520

29 results - showing 1 - 25 1 2 Results per page:
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For May 2013 (Event)
 

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 5.0
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gibr520 Reviewed by gibr520
May 14, 2013

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Last updated: May 14, 2013
 
From Efficient To Effective: Building A Multi-Asset Portfolio (Event)
 

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 5.0
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gibr520 Reviewed by gibr520
May 10, 2013

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Last updated: May 10, 2013
 
What's The Difference Between A CFA®, CIMA®, CPWA®, CFP®, And CPA/PFS? (Event)
 

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pretty basic info
Rating:
 
 4.0
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gibr520 Reviewed by gibr520
April 26, 2013

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Last updated: April 26, 2013
 
Year End Income Tax Planning (Event)
 

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 5.0
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gibr520 Reviewed by gibr520
September 07, 2012

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Last updated: September 07, 2012
 
How Can Fiduciaries Protect Clients From Overpaying For Life Insurance? (Event)
 

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Rating:
 
 4.0
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gibr520 Reviewed by gibr520
July 13, 2012

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Last updated: July 13, 2012
 
How Can Fiduciaries Protect Clients From Overpaying For Life Insurance? (Event)
 

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Rating:
 
 4.0
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gibr520 Reviewed by gibr520
July 13, 2012

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Last updated: July 13, 2012
 
Practical Tips For RIAs To Move To The Cloud Compliantly (Event)
 

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too general - already know the rules about compliance - everyone teaches that - I need to know about cloud computing - didnt get that much info
Rating:
 
 3.0
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gibr520 Reviewed by gibr520
April 20, 2012

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Last updated: April 20, 2012
 
Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options (Event)
 

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Rating:
 
 5.0
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gibr520 Reviewed by gibr520
April 13, 2012

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Last updated: April 13, 2012
 
Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records (Event)
 

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too general - already know the rules about compliance - everyone teaches that - I need to know about cloud computing - didnt get that much info
Rating:
 
 3.0
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gibr520 Reviewed by gibr520
March 30, 2012

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Last updated: March 30, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012 (Event)
 

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Rating:
 
 5.0
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gibr520 Reviewed by gibr520
March 13, 2012

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Last updated: March 13, 2012
 
Assessing Major Risks To Retirement Plans (Event)
 

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Rating:
 
 4.0
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gibr520 Reviewed by gibr520
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)
 

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Rating:
 
 4.0
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gibr520 Reviewed by gibr520
January 13, 2012

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Last updated: January 13, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011 (Event)
 

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too bad it has become such a sales piece for Advisor Products
Rating:
 
 5.0
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gibr520 Reviewed by gibr520
December 13, 2011

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Last updated: December 13, 2011
 
A New Credential For Investment Fiduciaries From A Founding Father Of The Fiduciary Movement (Event)
 

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who is tammy emsick?
Rating:
 
 4.0
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gibr520 Reviewed by gibr520
October 14, 2011

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Last updated: October 14, 2011
 
Fritz Meyer's Economic Update And Investment Outlook For October 2011 (Event)
 

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Rating:
 
 5.0
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gibr520 Reviewed by gibr520
October 11, 2011

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Last updated: October 11, 2011
 
PortfolioCenter
Portfolio Management
 

Have used it for years - like it

0 of 0 people found the following review helpful
Like the program
Overall rating: 
 
 3.9
Company:
 
 5.0
Technology Support:
 
 4.0
Reconcilliation:
 
 5.0
Financial Institution Interfaces:
 
 5.0
Reports:
 
 4.0
Fixed Income:
 
 4.0
Tax Lot Accounting:
 
 5.0
Trading:
 
 3.0
Integrations:
 
 3.0
Security:
 
 4.0
Hosting:
 
 3.0
Pricing:
 
 2.0
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gibr520 Reviewed by gibr520
September 01, 2011

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The Switch Is On Again For RIAs (Event)
 

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Rating:
 
 4.0
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gibr520 Reviewed by gibr520
August 12, 2011

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Last updated: August 12, 2011
 
August 2011 Economy Update From Fritz Meyer (Event)
 

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excellent and timely information - well organized with good supporting slides - thanks for this
Rating:
 
 5.0
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gibr520 Reviewed by gibr520
August 09, 2011

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Last updated: August 09, 2011
 
Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates (Event)
 

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Rating:
 
 3.0
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gibr520 Reviewed by gibr520
August 05, 2011

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Last updated: August 05, 2011
 
Harold Evensky On What's New In Wealth Management (Event)
 

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excellent content - thanks
Rating:
 
 5.0
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gibr520 Reviewed by gibr520
July 29, 2011

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Last updated: July 29, 2011
 
An Updated Approach To Goal-Driven Investing (Event)
 

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exciting product - hopefully it will be affordable and available to the small advisory firm
Rating:
 
 5.0
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gibr520 Reviewed by gibr520
June 10, 2011

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Last updated: June 10, 2011
 
Getting Referrals Perpetually (Event)
 

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Rating:
 
 4.0
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gibr520 Reviewed by gibr520
January 21, 2011

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Last updated: January 21, 2011
 
The Death Of Buy & Hold Has Been Greatly Exaggerated (Event)
 

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Been passive / passive for sometime now. Only way to go. Loved the presentation.
Rating:
 
 5.0
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gibr520 Reviewed by gibr520
January 07, 2011

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Last updated: January 07, 2011
 
Creating Financial Plans Based On Economic Scenarios (Event)
 

0 of 0 people found the following review helpful
excellent - we really need to challenge our old methods of investing - what hve we learned needs to be the constant questions .... this webinar went a long ways toward that!
Rating:
 
 5.0
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gibr520 Reviewed by gibr520
October 08, 2010

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Last updated: October 08, 2010
 
ACT
CRM Software
 

Have used if for years but it is limited

0 of 0 people found the following review helpful
we are in the process of migrating to RedTail
Overall rating: 
 
 2.5
Company :
 
 4.0
Software Support :
 
 2.0
Investment Tracking :
 
 1.0
Insurance Tracking :
 
 1.0
Workflow Management :
 
 4.0
Productivity :
 
 3.0
Client Portal :
 
 1.0
Integration :
 
 1.0
Security :
 
 3.0
Pricing:
 
 5.0
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gibr520 Reviewed by gibr520
May 17, 2010

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29 results - showing 1 - 25 1 2 Results per page:
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