One Tool With Six-Figure Savings Potential

Written by Bill Winterberg, Morningstar Advisor Friday, 15 June 2012

Managing investment portfolios on behalf of clients is a core service offered by nearly all financial advisory businesses. Regardless of whether a passive or active investment philosophy is followed, advisors can spend considerable resources aligning portfolios with their clients' needs and goals. The resources required to manage portfolios can grow considerably as a firm acquires more clients and gathers more assets under management.

Advisors at growing firms want efficient portfolio trading and rebalancing solutions that not only save time and overhead, but also considerably cut down the rate of trading errors that can directly impact the firm's bottom line. One solution that offers the potential for a significant return on investment for advisors is Total Rebalance Expert. Read More..