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 […]
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 […]
ETF Model SolutionsTM‘ 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 […]
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 […]
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 […]
