A Word of Caution for RMDs
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As September comes to an end, we are busy wrapping up the loose ends from the recent TD – Schwab transition. Overall, we felt the transition went very smoothly. Most of the issues we saw were fairly isolated or things we anticipated. Service team hold times are returning to normal as the new service team members that transitioned from TD seem to be gaining confidence and familiarity with the processes.
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Pandora’s Question
An Advisor of ours posed the question, “In light of the Equifax issues, have we experienced any problems with opening new brokerage accounts?” My immediate response would have been, “Negative” just because I hadn’t been having any problems with accounts. But to be certain that the accounts I have been working on were not the…
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Growing Trend – Advisors Are Going Mobile in a Big Way!
Do you dream of taking off to Europe for the summer or planning a month long missions trip to India or a faraway place but are worried about leaving the office for that long? It’s no secret that hiring a virtual assistant can free up your time from having to hire, train and maintain an…
