Assenagon Asset Management S.A. acquired a new position in shares of Progress Software in the 3rd quarter worth approximately $3,648,000. Phocas Financial Corp. lifted its position in shares of Progress Software by 4.7% in the 2nd quarter. Phocas.
the client and advisor can benefit was the topic of the most recent Financial Planning webinar. Rob Comfort, President of CUNA Brokerage Services, and Sheryl Rowling, head of Rebalancing Solutions for Morningstar and principal of Rowling.
I've made my living for the last two decades as a financial professional. In that time, I have helped a number of people plan for life events like college, retirement , and even leaving a legacy for the next generation. I've used over a half dozen.
Therefore, advisers can charge a level fee for services that's paid either by the plan participants or employer. At the same time, record keepers have built "expense recapture accounts," also known as ERISA buckets, that capture the revenue-sharing.
What makes this such a challenging problem? Consider a couple planning for when they stop working. Sharpe starts his analysis with two protagonists trying to figure out how much money to withdraw from their portfolios annually in retirement . To reach.
Office Cloud also includes a client portal, and advisers can customize the experience via integrations with select third-party software . "The cloud architecture helps us deliver stronger data security and reduces mundane administrative work through.
The leading portals also include financial planning software to get a granular look into a client's financial situation, portfolio accounting software that reports and manages the client's investment accounts, and customer relationship management.
Financial -disclosure forms show that she and her husband have combined assets worth $3.8 million to $16 million. A 48-page document shows that the couple's portfolio has included a wide variety of health-care, pharmaceutical, food and tobacco holdings.
One of the biggest challenges when changing financial planning software relative to say, performance reporting, is that with financial planning software you end up having to do a lot of the data transfer manually, because many solutions don't allow you.
Debate over the fiduciary rule cast annuities in a harsh light, resulting in a recent sales slump, but fixed index annuity issuers and distributors remain optimistic. Few firms have slammed the Department of Labor rule more vocally than annuity firms.