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Using Portfolios to Provide Added Value to Your Clients (PARTNER’S EDGE NEWSLETTER 8.11.14)

A key advantage we offer Financial Advisors is our ability to support a systematic investment process with technology automation; specifically,by giving Advisors the ability to create custom investment and/or portfolio models. There are two different types of investment technology approaches we offer and some of the key advantages they can provide you are… READ MORE

RiversEdge Investment Tools (Portfolios versus IPM’s) (Updated 08-08-2014)


How (and Why!) to Engage that New Client Contact (PARTNER’S EDGE NEWSLETTER 7.14.14)

When your client contact leaves and a new client contact comes in, there is both risk and opportunity.  It isn’t uncommon for new client contacts to come in with agendas and previous vendor relationships that are worthy of learning about early on. Rather than taking a risk, here are several things you can do to turn risk into opportunity… READ MORE

3 Powerful Reasons to Encourage Sponsors to Revisit Plan Features (PARTNER’S EDGE NEWSLETTER 6.16.14)

Though an employers’ resistance to revisiting their decisions and making provision changes is understandable, you have to wonder; are these Plan Sponsors missing important opportunities?  Should we be encouraging them to revisit plan features?Here are three powerful reasons to encourage Plan Sponsors to take a look at their plan features… READ MORE

DOL Proposed Fiduciary Guide: Will it make life easier? (PARTNER’S EDGE NEWSLETTER 6.2.14)

In mid-March, the Department of Labor (DOL) decided it was time to address the challenges that Plan Fiduciaries are having with annual service and fee disclosures provided in connection Section 408(b)(2)… READ HERE

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Retirement Calculators

These calculators are provided to assist you but should not serve as a substitute for advice from a qualified investment advisor.

Please note that all financial calculators require a Java enabled browser. Information and interactive calculators are made available to you as self-help tools for your independent use. We cannot and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.