The end of 2018 is upon us, and your clients are going to look to you to make sure they have everything in order with their accounts. AEWM wants to make sure you have the tools to finish your year strong, so we’ve created a checklist for you to use while reviewing client files. While…

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AEWM has a new Third-Party Disbursement Verification Form that will allow our advisors to sign off on verification on third-party transactions. Completing this form removes the need for AEWM to call out to our offices to verify third-party disbursement. Please note, this form must be signed by the advisor. You can download the form HERE.

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With the end of 2018 fast approaching, AEWM wants to remind our advisors that Required Minimum Distributions must be taken by Dec. 31. We have put together a list of Tips and Best Practices to help guide you. You can read that HERE. Also, be sure to review the important dates below. AEWM: 12/14/2018 –…

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In order to allow our employees time to celebrate the holidays with their families, AE Wealth Management will be closed the following times. We hope you have a safe and festive holiday season! Dec. 24, 2018 – Closing early at 12pm CST Dec. 25, 2018 – Closed Jan. 1, 2019 – Closed

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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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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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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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Going forward, any marketing materials reviewed by Compliance will no longer be assigned an AW#. All new submissions will instead receive a six-digit approval number. This does not affect previously approved materials or updates made to previously approved materials. If you have any questions, please email adreview@ae-wm.com or call 866.363.9595 and request to speak to…

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Big News From AEWM Congratulations to our advisor partners. With your help, AE Wealth Management reached $4 billion in total assets on the platform on June 12, allowing us to be named one of the biggest RIA gainers of 2018 by Investment News. Thank you for your continued trust in us! Read the press release…

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As you may know, our partners at Copperleaf Capital have documented their easy-to-implement sales process in a series of videos. Ryan Heath will walk you through their 1st, 2nd and 3rd client appointments, and show you how to use these skills with your own clients. These videos are now available to you on the AE…

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