AdvisorRoadmap Virtual Training for Financial Advisors is a web-based virtual training platform unlike anything in the industry. You will experience a self-guided online virtual training platform packed with interactive training courses, videos, scripts, demonstrations and high-value resources to help you master the communication skills and repeatable processes that are crucial to acquiring and serving ideal clients. Visit us at www.youradvisorroadmap.com.
THE AMERICAN COLLEGE OF FINANCIAL SERVICES
The American College of Financial Services is the nation’s leading educator of professionals in the financial services industry. The College serves over 35,000 students predominantly on a distance education basis and offers an array of specialized designation programs, a Master of Science degree in financial services, customized continuing education programs and more. Visit us at www.TheAmericanColleg.edu.
Asset Life Settlements LLC was founded in 2014 by Jeff Hallman and Scott Thomas—two of the industry's most experienced and respected life settlement brokers. Both Hallman and Thomas take a "hands on" approach to negotiating transactions while managing a team of highly trained and dedicated life settlement specialists. Visit us at www.assetlifesettlements.com.
Balter Liquid Alternatives provides institutional hedge fund solutions within '40 Act mutual funds (liquid alternatives) as they were meant to be—at the intersection of LP vehicles (traditional alternatives) and mutual funds. Our roots are a deep research and due diligence boutique, which allows us to partner on an exclusive basis with experienced hedge fund managers across all asset classes. Visit us at www.balterliquidalts.com.
The Chartered Alternative Investment Analyst (CAIA) Association is the world leader in alternative investment education. CAIA programs include the CAIA Charter and the Fundamentals of Alternative Investments Certificate Program. For more information, please visit CAIA.org.
CircleBlack is a wealth innovation company that is focused on delivering modern technology that strengthens the bond between advisors and their clients. CircleBlack helps advisors scale their practices using world-class account and data aggregation, providing performance reporting on all assets including held-away assets, and delivering personalized, targeted content on any device, including smartphones and tablets. Visit us at www.circleblack.com.
COLLEGE FOR FINANCIAL PLANNING
The leading institution focused on meeting the education needs of financial services professionals, the College for Financial Planning created the CFP certification and the popular CRPC designation. Flexible instructor-led/Web-delivered classes featuring eBooks and interactive quizzes bring the classroom to your home or office. Visit us at http://www.cffp.edu.
EMONEY ADVISOR LLC
eMoney is the only wealth-planning platform for financial professionals that offers superior transparency, accessibility, security and organization for everything that affects their clients’ financial lives. Created by advisors for advisors, eMoney's award-winning software transforms advisors’ ability to implement comprehensive financial plans and prepare their clients for a secure financial future. Visit us at www.emoneyadvisor.com.
Fieldstone Financial is one of the oldest continuously operating fee-only financial planning and investment advisory firms in the United States. Whether you're looking for an objective opinion about your personal financial situation, are in need of a seasoned professional to participate in your foundation's investment committee, or require something in between, our collaborative team approach enables us to select the right people to fulfill your investment needs. Visit us at www.fieldstonefinancial.com.
Great-West Financial helps millions of Americans build a greater financial future. From our start as a life insurance company incorporated in the United States in 1907, Great-West has evolved along with the financial needs of Americans. Today, we offer life insurance, annuities, mutual funds and more to prepare people for financial independence to and through retirement. Visit us at www.greatwest.com.
We founded our company on the belief that there is a better way to serve clients in or approaching retirement—and our research has proven it. We are the foremost experts on creating tax-efficient withdrawal strategies. Our software combines our research with best practices in wealth management and implementing a tax-efficient withdrawal strategy. Visit us at www.incomesolver.com.
Based in Houston for 33 years, InsurMark has helped over 20,000 independent advisors across the country propel their businesses, and reach or exceed their goals. With decades of year-over-year growth, it offers specialized expertise in case design, education and marketing for fixed-indexed annuity, life insurance and asset-based long-term care products. Visit us at www.insurmark.net.
Life Insurance Settlements Inc. is the number one choice for financial professionals seeking life settlement options in the secondary market. Over the past 24 years, LIS Inc. has provided unparalleled support and education for its partners and access to all of its providers of institutional capital in the industry. Visit us at www.lisettlements.com.
With nearly 30 years of manager selection and asset allocation experience, Litman Gregory’s core expertise is intensive research. Advisors can access this expertise through Litman Gregory Portfolio Strategies, AdvisorIntelligence and the Litman Gregory Masters Funds. Visit us at www.lgam.com.
Longbridge Financial is a reverse mortgage lender committed to responsibly helping homeowners utilize their home equity to achieve financial goals in retirement. Longbridge provides education and support to trusted advisors who share a commitment to the highest regulatory and customer service standards. Visit us at www.longbridge-financial.com.
MAIRS & POWER
Mairs & Power is Minnesota’s oldest investment firm under private ownership/management. The firm manages $8.5 billion AUM in separately managed accounts and three mutual funds—the Mairs & Power Growth, Balanced and Small Cap Funds. Our funds are built on the strength of carefully selected, Midwest-focused stocks with consistent above-average growth for long-term investing. Visit us at http://www.mairsandpower.com.
Nationwide is a Fortune 100 mutual company with an 85-year history of strength and stability. We help advisors break down and simplify complex retirement challenges with powerful support, tools and strategies, and diverse solutions including annuities, mutual funds, life insurance and retirement plans. We’re committed to helping America retire successfully and to creating a brighter future for our members and communities. Visit us at www.nationwide.com.
PREMIER SOCIAL SECURITY CONSULTING
Premier Social Security Consulting is a leader in Social Security consulting and education. Premier consults with individuals to maximum Social Security benefits along with educating advisors and also awards the National Social Security Advisor (NSSA) certificate. Premier created the NSSA certificate, which empowers advisors to take a proactive approach regarding Social Security planning. Visit us at www.premiersocialsecurityconsulting.com.
PROFESSIONAL CAPITAL SERVICES LLC
PCS was founded in 2001 by tax and ERISA attorneys who saw the need for a conflict-free, full fee disclosure, no hidden agenda retirement solution. From day one, PCS had a vision of complete transparency, which has enabled the company to become an industry leader in the retirement plan industry. Visit us at www.pcs401k.com.
PIEtech Inc.’s vision is that everyone needs and deserves a quality financial plan. PIEtech is the creator of MoneyGuidePro financial planning software; myMoneyGuide, a client-driven digital planning solution; and Best Interest Scout, a standardized, scalable client discovery solution. For more information on PIEtech’s powerful financial planning solutions, visit www.moneyguidepro.com.
REVERSE MORTGAGE FUNDING
Thanks to significantly lower costs and academic research (Evensky, Salter and Pfau) that demonstrates the value of the unique credit available with the FHA-insured Home Equity Conversion Mortgages (HECMs), reverse mortgages have gained acceptance as an effective financial tool to help meet the challenges of retirement financing. To learn more, visit www.reversefunding.com.
TD AMERITRADE INSTITUTIONAL
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent registered investment advisors and their clients. Our advanced technology platform and outstanding personal support allows advisors to run their businesses more efficiently and optimize time spent with clients. Visit us at www.tdainstitutional.com.
An RIA and broker-dealer structured as a limited partnership, providing partners and associates an unfettered program to conduct fee-based and commission business for over 30 years. Advisors are offered the flexibility of being independent with a broad choice of custodians under the firm RIA or their own independent RIA. Visit us at www.unitedplanners.com.
INVESTOR’S BUSINESS DAILY
Investor’s Business Daily (IBD) is an authoritative financial news and research organization recognized for its proprietary investing screens, investment ratings and strong record of identifying market leaders as they emerge. Its award-winning website, Investors.com, offers premium subscription tools, expert analysis and personalized research features for investors of all levels. The new IBD Weekly and Investors.com provide performance-driven financial professionals and sophisticated investors with distinctive market analysis and research.