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Week In Review – 29 Nov 2019

Good day,

We hope everyone had a great Thanksgiving holiday. We’re excited to introduce our current Week In Review that will keep you informed on all of the developments at Portformer and within the wealth management industry.


We have scheduled our weekly webinar for this Tuesday, December 3 at 3:00 pm ET / 2:00 pm CT. The topic will be on the NextGen advisor and how they are deploying technology within their practice to advise today’s investors.

Our plan is to host our webinar on a weekly basis for 2:00 pm ET and we will keep you posted. We plan to make the replay available via the website if you have a conflict at that time. We hope you can join us !

Popular Posts:

Here are the posts most read for this week on Portformer.com –

What we’re Reading:

Here is a snapshot of the best articles compiled and read by our team for this week:

ETFs- The Systemic Risk Compass A panel discusses whether exchange-traded funds (ETFs) pose systemic risk.

The Role of Behavioral Finance In Advising Clients Excellent resource on using behavioral finance in advising clients.

Schwab-TD Deal Could Create Repapering Nightmare for Thousands of Advisors Article discussing the “re-papering” challenges that TD Ameritrade clients will experience in migrating to Schwab Advisor Services. 

Mark Tibergien: Schwab-TD Ameritrade-deal – The Fallout for Smaller RIAs Mark Tibergien summarizing some of the business considerations for advisors impacted by Schwab-TD merger.

As always, we’re ready to help with any questions or ideas on Portformer™ and your investment, technology and business planning needs.

Please feel free to pass this on to a colleague who would benefit from joining our community or you can find us on social media at Twitter @portformer and LinkedIn Portformer.

Sean Kruzel and the Portformer™ Team

John DiBenedetto

Sales | Business Development | Customer Success

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