Today, alternative investments are making their way into mainstream investing, whether as non-publicly traded alternative investments or their more liquid counterparts.
This fact sheet provides an overview on the benefits of partnering with Lockwood Advisors, Inc. and the team's investment philosophy.
The Second Annual Study of Advisory Success: A New Age of Client Communications and Client Expectations
Study of Advisory Success defines what success means for advisors in today’s environment and highlights the most salient issues facing advisors. Pershing’s inaugural study found that the most successful advisors anticipate what will lead the next generation of advisors. This year’s study finds that successful advisors adapt to client communications and client expectations.
Changes in recent years to the U.S. tax code not only broaden the appeal of Roth IRAs to high-net-worth investors, they also enable advisors to reach out to their clients and prospects with a potentially appealing wealth transfer strategy.
This fact sheet outlines the advantages of offering IRAs with the Mutual Fund Only option to clients to potentially attract rollover business.