May 10, 2022 | Company News
After a two-year COVID-related pause, the 30th Annual Stamp Out Hunger® Food Drive happens Saturday, May 14, across the nation. You can be part of the effort by simply filling a sturdy bag with nonperishable food items and leaving it at your mailbox prior to mail delivery! The nation’s 200,000 letter carriers will collect the donations and donate
May 10, 2022 | Shoestring RIA
In this article we discuss some of the different insurance options that are important for RIAs to hold and what each one covers. We recommend that all new RIAs seek insurance as soon as possible, including errors and omissions, workman’s compensation, and health insurance.
April 22, 2022 | Company News
This year, in honor of Earth Day, we turned Redi2’s CEO Seth Johnson loose with a camera in his home state of Utah. This short clip shows off the spectacular beauty that surrounds all of us and it serves as a reminder of just how important it is to take steps—both large and small—to protect our planet. Happy Earth Day!
April 14, 2022 | Shoestring RIA
Choosing a custodian is one of the most important decisions you will make as a newly independent RIA. These tips above should help you select the best custodian for your firm’s needs. And once this is done, you’re ready to start managing your client’s accounts, and there are only a few other housekeeping duties to perform, which we’ll cover over the next few months.
April 14, 2022 | Product News
BillFin’s highly anticipated invoice delivery feature is here! Our eDocs add-on allows BillFin users to securely email their clients with just one click. Simply input your clients’ email addresses and set up a secure passcode to use this feature. Given that many states require invoice notifications, BillFin’s new eDocs feature allows digital delivery or zip file downloads with individual PDFs. The flexibility is there.