Wealth Advisors Trust Company Blog

    December 13, 2017

    Advisor vs Adviser - Google Ranks One Higher

    Recently, we had a silly dispute on our weekly marketing call, Advisor vs Adviser, that sent us down a rabbit hole. It started with an argument on whether or not our recent email had spelling errors.

    "Pretty sure its ER"

    "It says OR in the company name, it's OR"

    "Google says its ER"

    panic. 

    This led to several more searches and our marketing team asking more questions. But, we got an answer: 

    Technically, Advisor vs Adviser means the same thing when describing financial services. 

    Regulators use the term Adviser to describe the process of providing investment advice. Comparatively, we view the term Advisor talking about the general description of financial advisors. Which made us think,  could this make a difference in your marketing?

    December 1, 2017

    New Fed Chairman Jerome Powell Answers To Trump or Us?

    Monday, President Trump's nominee for the new Fed Chairman Jerome Powell exceeded expectations from investors.

    Read More

    November 26, 2017

    Kids That Code Will Get Fired | Wealth Advisors Trust Company

    Kids that code do not have a sure-thing future.

    However, over the past 15 years, parents have really pushed their kids to learn how to code.  Unfortunately, parents ...

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    November 19, 2017

    Definitive Guide on Picking a Trustee | Wealth Advisors Trust Company

    In this blog post, I will walk you through the process step by step through picking a trustee with a few little surprises so you can choose the right one. 

    November 3, 2017

    Tax Reform - Who Pays More? | Wealth Advisors Trust Company

     

    The recent tax reform proposal, introduced yesterday, has both some pretty big winners and losers.

    In the first place, the bill, Tax Cuts and Jobs Act, is 429 pages and surprisingly lean. OfFalse

    October 31, 2017

    Are Millennials the best and toughest clients?

    Millennials will challenge you. This is a good thing. If you don't adapt to different generations, wants and needs, you have a fuzzy problem. Traditional companies have a hard time marketing toFalse

    July 16, 2015

    Are Your Wealth Management Clients Happy? | Wealth Advisors Trust Company

    We all like to think we are the biggest and brightest stars in the wealth management universe, but the truth is, there is a lot of competition out there. Much focus is given to adding new clients.False

    October 24, 2014

    Winner Declared in South Dakota Best Trust Company Faceoff

    The best South Dakota trust company is not who you expect. 

    It's not Citi or Guggenheim, and they're not “too big to fail” after an independent trust company beats them in the ranking of best clientFalse

    June 12, 2014

    Clark vs. Rameker: SCOTUS Answers Key Trusteed IRA Questions | Wealth Advisors Trust Company

    The Trusteed IRA rules and applications are clear.

    In June 2014, the US Supreme Court (SCOTUS) provided a decision on the case Clark v. Rameker. Financial advisors, estate attorneys and IRA ownersFalse