Business and Success

ETF Model Solutions’ Robert Riedl Named to Investopedia’s Top 100 Advisor’s list for 2019

Robert Riedl, CPA, CFP, AWMA, Chief Financial Officer of ETF Model Solutions, LLC and President/Director of Wealth Management for Endowment Wealth Management, Inc., has been named to the Investopedia Top 100 list of the most influential advisors for 2019. This is the 3rd year of the awards, which recognizes financial advisors who use their media platforms to promote and amplify financial education and improve the practice of financial planning...

Skill Sets for Students Seeking Careers as a Financial Adviser

College graduates looking for a career in financial planning or for an investment adviser would do well to focus on taking courses and building a skill set that extends beyond investments or analytical skills.  Certainly a passion for investments and the financial markets is something just about everyone that enters this business possesses.  But that’s not all that’s required.  There are many other functional areas advisers need to possess...

ETF Model Solutions^TM‘ CIO Featured in Trusted Insight Magazine

Prateek Mehrotra, MBA, CFA®, CAIA®, Chief Investment Officer of ETF Model SolutionsTM, and its affiliate, Endowment Wealth ManagementTM, is featured in an exclusive interview in the most recent issue of Trusted Insight Magazine. In the article, Prateek discusses his career path, along with the vision that lead to his co-founding of the two firms’ of which he serves as Chief Investment Officer, serving clients through a multi-family service model,...

Business Owners and Plan Sponsors: You need to be more engaged in your Plan (its the law)

Business owners and plan sponsors:  When it comes to the 401(k) retirement plan that you’ve established for your company, you need to know one thing: You (the fiduciary or plan sponsor) are working for the employees and their beneficiaries. Your main focus is them, not the company. Therefore, you want to make sure that you are paying reasonable costs for the plan, you need to make sure the...

Small Business Success Traits

Rob Riedl, Chief Financial Officer of ETF Model SolutionsTM is featured in an interview conducted by Direct Capital’s Small Business Success experts group, which highlights traits of successful small business owners.  Rob’s comment: They remained focused on the opportunity to be successful and are not distracted by the possibility of failure. They are always all in and never give up! The entire list, which includes observations and comments from 49...