Social Media Marketing

Social Media Marketing

  Social Media Marketing   Social media has become a key aspect of many wealth managers’ advertising and marketing, but there are some key Compliance issues that need to be adhered to:   Beware of the use of adjectives and flowery marketing language. Stick to the facts. You have to be able to show documented…

Cash Management Solutions

Cash Management Solutions

  Cash Management Solutions   As interest rates rise we are seeing an opportunity to increase returns on cash via sweep features and traded money market funds.  At the beginning of 2018, the majority of cash sweeps and money market funds were returning yields of 0.01% so the type of money market selected was not…

Wealth360 App now uses thumbprint tech

Wealth360 App now uses thumbprint tech

Wealth360 App now uses thumbprint tech   The Wealth360 Phone App is now easier to use than ever. Users can continue to use the six-digit security code or the new thumbprint Touch ID for Salesforce to authenticate upon sign in. The Phone App is great for regular use or if you’re on the go. All…

Reminder Regarding SEP IRA Contributions

Reminder Regarding SEP IRA Contributions

  Reminder Regarding SEP IRA Contributions SEP IRA contributions on IRS Form 5498 in the year they are made, which may not be the deduction year. A common misconception is that the reporting should mirror the contribution year reporting for traditional and Roth IRAs. It is the employer’s responsibility to claim the deduction for the…