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The 3 Stages of Conversion: What You & Your Client Can Expect (PARTNER’S EDGE NEWSLETTER 8.25.14)

Our prospective Partners often ask what they and their Plan Sponsor Clients can expect when they decide to convert an existing qualified plan to our services.  Though the process for establishing a new plan and converting an existing one have similarities they differ in scope.  To follow is an overview of the three primary stages of our conversion process for existing plans… READ MORE

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

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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.