NewRiver Investor Communications of Watertown, Mass., has developed Prospectus Express, patent-pending software that would allow mutual fund companies to post prospectuses and other lengthy fund documents in a format that would allow investors to immediately view and retrieve those documents. Other prospectus software allows users to print out documents but not view them online. Prospectus Express also enables users to search within documents for keywords. Currently, that is not possible through the SEC's Edgar database.
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From pet trusts to picking the right caretaker, advisors share how to help clients plan for a life when pets outlive them.
August 28 -
The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
August 28 -
Marketing experts suggest alternative ways for firms to promote themselves after a $6 million "gift" received by a former top editor at Forbes was seen as tarnishing the publication's industry awards and rankings.
August 28 -
From building trust early to having the toughest conversation to what comes after a loss, advisors share how they keep widowed clients from walking away.
August 27 -
SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.
August 27 -
Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.
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