Reviews written by e js918

19 results - showing 1 - 19 Results per page:
 
How Wealth Managers Can Use Social Media To Boost Search Engine Rankings (Event)
 

0 of 0 people found the following review helpful
I think one of the best I've heard through A4A.
Rating:
 
 4.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
January 27, 2012

Report this review
 
Last updated: January 27, 2012
 
2012 Compliance Priorities For RIAs (Event)
 

0 of 0 people found the following review helpful
Very timely and useful for year end planning
Rating:
 
 4.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
January 06, 2012

Report this review
 
Last updated: January 06, 2012
 
Increasing Credibility With Clients (Event)
 

0 of 0 people found the following review helpful
One of the better A4A webinars
Rating:
 
 4.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
December 02, 2011

Report this review
 
Last updated: December 02, 2011
 
Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates (Event)
 

0 of 0 people found the following review helpful
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 can be somewhat misleading to the client to UNDER appreciate what damage rising rates could do. Just our thought.
Rating:
 
 3.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
August 05, 2011

Report this review
 
Last updated: August 05, 2011
 
June 2011 Economy Update From Fritz Meyer (Event)
 

0 of 0 people found the following review helpful
Good overview
Rating:
 
 4.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
June 07, 2011

Report this review
 
Last updated: June 07, 2011
 
April 2011 Economy Update With Fritz Meyer (Event)
 

0 of 0 people found the following review helpful
Other than the phone glitch, informative.
Rating:
 
 4.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
April 15, 2011

Report this review
 
Last updated: April 15, 2011
 
Japan's Disaster, Saudi Revolution, And Other Scenarios: Forecasting Their Effects On Portfolios (Event)
 

0 of 0 people found the following review helpful
Great possibilities with this product
Rating:
 
 5.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
March 18, 2011

Report this review
 
Last updated: March 18, 2011
 
10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors (Event)
 

0 of 0 people found the following review helpful
Timely
Rating:
 
 4.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
March 04, 2011

Report this review
 
Last updated: March 04, 2011
 
The History Of Manager Due Diligence And Where We Went Wrong (Event)
 

0 of 0 people found the following review helpful
I had expected more qualitative expertise that might be a little more useful for manager selection for alternatives as well as standard equity managers.
Rating:
 
 3.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
February 11, 2011

Report this review
 
Last updated: February 11, 2011
 
New Law Means Advisors Must Battle Client Indifference To Estate Planning (Event)
 

0 of 0 people found the following review helpful
It was one of the better ones from the standpoint of useful education.
Rating:
 
 4.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
January 28, 2011

Report this review
 
Last updated: January 28, 2011
 
The Death Of Buy & Hold Has Been Greatly Exaggerated (Event)
 

0 of 0 people found the following review helpful
Fine, but disagreed with the presenter
Rating:
 
 3.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
January 07, 2011

Report this review
 
Last updated: January 07, 2011
 
State Securities Chiefs Speak About RIA Regulatory Overhaul (Event)
 

0 of 0 people found the following review helpful
It was a bit long, but covered significant material
Rating:
 
 4.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
December 03, 2010

Report this review
 
Last updated: December 03, 2010
 
The New Form ADV Part 2 (Event)
 

0 of 0 people found the following review helpful
It was up to date and informative, but I would like a little more on state regulation.
Rating:
 
 4.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
November 12, 2010

Report this review
 
Last updated: November 12, 2010
 
A New Approach To Estate Planning (Event)
 

0 of 0 people found the following review helpful
Great add in to planning
Rating:
 
 4.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
October 29, 2010

Report this review
 
Last updated: October 29, 2010
 
Roth IRA: Beyond The Basics (Event)
 

0 of 0 people found the following review helpful
IT was the most educational concerning the whole roth conversion scenario that I have heard to date.
Rating:
 
 4.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
June 11, 2010

Report this review
 
Last updated: June 11, 2010
 
What’s New At Schwab Performance Technologies? (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 4.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
January 22, 2010

Report this review
 
Last updated: January 22, 2010
 
PortfolioCenter
Portfolio Management
 

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

0 of 0 people found the following review helpful
NA
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
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
November 03, 2009

Report this review
 
 
Junxure
CRM Software
 

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

0 of 0 people found the following review helpful
It would be nice if this tool would function more directly with trading.
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
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
November 02, 2009

Report this review
 
 
2010 Compliance Planning For RIAs (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 4.0
Was this review helpful to you?
Yes No
e js918 Reviewed by e js918
October 30, 2009

Report this review
 
Last updated: October 30, 2009
 
19 results - showing 1 - 19
Powered by jReviews

Login