Sheryl L. Rowling is Chief Executive Officer of Total Rebalance Expert, a rebalancing software solution designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, both at the touch of a button. TRX enables advisors to significantly grow their practices through the efficient delivery of high-quality services. read more ...
As I write this article, I’m feeling pretty good from a cash flow standpoint. After all, the market was cooperative last quarter and my bank account is grateful. I, like most of you, bill quarterly based on assets under management. Yet, talking with other advisors and attending sessions at conferences have left me questioning my billing method.
Sheryl L. Rowling is Chief Executive Officer of Total Rebalance Expert, a rebalancing software solution designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, both at the touch of a button. TRX enables advisors to significantly grow their practices through the efficient delivery of high-quality services.