Reviews written by jamesb

92 results - showing 51 - 75  
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How The New Tax Law Affects Year-End Planning
Webinars
jamesbjamesb   November 01, 2017
(Updated: November 01, 2017)
5.0
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2017 Year-End Tax Planning Guidance For Investment Advisors
Webinars
jamesbjamesb   August 30, 2017
(Updated: August 30, 2017)
5.0
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Shifts In The Efficient Frontier Over The Decades
Webinars
jamesbjamesb   August 23, 2017
(Updated: August 23, 2017)
5.0
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Fritz Meyer Economic Update, August 2017
Webinars
jamesbjamesb   August 07, 2017
(Updated: August 07, 2017)
4.0
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Why You Must Discuss Asset Protection With Every Client, And What You Should Say
Webinars
jamesbjamesb   July 26, 2017
(Updated: July 26, 2017)
4.0
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Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios
Webinars
jamesbjamesb   June 21, 2017
(Updated: June 21, 2017)
4.0
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Designing Portfolios For Accumulation And Distribution Lifecycles
Webinars
jamesbjamesb   October 26, 2016
(Updated: October 26, 2016)
4.0
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FLPs Out! Act Now On Valuation Discounts
Webinars
jamesbjamesb   September 29, 2016
(Updated: September 29, 2016)
4.0
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Best Practices For Financial Planners In Minimizing Estate Tax
Webinars
jamesbjamesb   July 30, 2015
(Updated: July 30, 2015)
3.0
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IA Reps: Stop Letting Technology Drive You Insane
Webinars
jamesbjamesb   March 17, 2015
(Updated: March 17, 2015)
3.0
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Fritz Meyer Economic And Investment Update, February 2015
Webinars
jamesbjamesb   February 09, 2015
(Updated: February 09, 2015)
3.0
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Optimizing Social Security Claims In Retirement Income Planning
Webinars
jamesbjamesb   October 16, 2014
(Updated: October 16, 2014)
3.0
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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits
Webinars
jamesbjamesb   October 13, 2014
(Updated: October 13, 2014)
4.0
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How Advisors Can Encourage Good Behavior In Retirement Investors
Webinars
jamesbjamesb   August 21, 2014
(Updated: August 21, 2014)
4.0
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Fritz Meyer Economic And Investment Update, June 2014 (Two CE credits)*
Webinars
jamesbjamesb   June 09, 2014
(Updated: June 09, 2014)
4.0
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Making Your RIA GIPS® Compliant
Webinars
jamesbjamesb   June 05, 2014
(Updated: June 05, 2014)
4.0
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Fritz Meyer Economic And Investment Update, May 2014
Webinars
jamesbjamesb   May 12, 2014
(Updated: May 12, 2014)
5.0
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Bracket Management And Tax-Aware Investing
Webinars
jamesbjamesb   April 24, 2014
(Updated: April 24, 2014)
4.0
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The New Ideas Changing Retirement Income Planning
Webinars
jamesbjamesb   January 16, 2014
(Updated: January 16, 2014)
4.0
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Fritz Meyer Economic And Investment Update, October 2013
Webinars
jamesbjamesb   October 07, 2013
(Updated: October 07, 2013)
4.0
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Great information as always

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Attributes Of Major Asset Classes And Associated Behavioral Finance Issues
Webinars
jamesbjamesb   July 18, 2013
(Updated: July 18, 2013)
5.0
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Taxation Of Wealth Transfer Techniques In 2013
Webinars
jamesbjamesb   June 03, 2013
(Updated: June 03, 2013)
5.0
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Advent Axys
Portfolio Management
jamesbjamesb   May 20, 2013
Overall rating 
 
 
3.2
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
2.0
Integrations 
 
 
2.0
Security 
 
 
2.0
Hosting 
 
 
2.0
Pricing 
 
 
4.0

AXYS review

not all criteria are applicable & as such they were given a score of two stars

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From Efficient To Effective: Building A Multi-Asset Portfolio
Webinars
jamesbjamesb   May 09, 2013
(Updated: May 09, 2013)
5.0
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92 results - showing 51 - 75  
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