Listen in as Co-Founder of AE Wealth Management, Ryan Heath, talks through important points to remember in a time of increased market volatility. This webinar can help your clients understand what is happening in our current market, and serves as a reminder not to base their investment decisions on short-term emotions.  

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In today’s BACH TALK, I share the story of how I became a crusader for women when it comes to money—and what you can do to get in front of women clients, differentiate your advisory firm from competitors, and retain your women clients if their husbands die first.   Read More >>

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The Money Movement release offering 3rd party EFT Common was made effective on November 5, 2018. Fidelity has updated the definition of 1st and 3rd party for EFT transactions. The basic definitions are listed below, but you can view the entire notice from Fidelity HERE. AEWM is awaiting notice regarding if any form updates will be…

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AE Wealth Management has launched a new model: Institutional Alpha with Mercer TWIN. This is an SMA portfolio that invests in up to 50 of the S&P 500 stocks, which brings more of a concentrated stock tilt within the portfolios. The overall Alpha models’ allocations will still be managed by Sterling Capital, but Mercer will…

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Until now, I’ve never taught the unique method that helps me crush the end of every year. In today’s BACH TALK, I’m sharing tools and strategies you can apply to your business and family to ensure you get ahead of your competition—and achieve your goals not just in the next two months, but the next…

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Effective October 9, Fidelity is updating the definition of 1st and 3rd party for EFT transactions. The basic definitions are listed below, but you can view the entire notice from Fidelity HERE.   1st Party: All owners on the brokerage account are also owners on the bank account. This automatically allows for disbursements and receipts to/from…

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Check out these articles featuring President of AE Wealth Management, Chris Radford, and Co-Founder, David Bach:   3 Tips for Preparing Clients to Spend Their Retirement Savings “Decumulation” shouldn’t be a word that clients are introduced to on their 65th birthdays.   Turning Advisors Into Rock Stars Making financial advisors into local celebrities.

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Journal Changes Fidelity has updated current standing instructions for journals to 1st or 3rd party based on new rules. Important Notices: 18-262 and 18-291 break down the new journal 1st and 3rd party rules. A couple of things to remember: Fidelity will be systematically updating the existing instructions to either 1st or 3rd. If an…

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Fidelity will send out letters regarding RMDs the week of Sept. 17, 2018.  Review the notice and a sample letter HERE.

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On July 11, AE Wealth Management updated the Asset Movement Authority (AMA) levels on all client accounts from Level 2 to Level 1 (first and third party). This was completed after Fidelity reviewed each AMA level and deemed that AMA Level 2 constituted custody of client funds. This new level of AMA will still allow…

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