Raltin for Financial Advisors


Check out the following examples: GLCGX, JIGAX, TRLGX, FBGRX, VWUSX

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Articles on How Raltin Helps Financial Advisors and Their Clients


Financial Advisors Take Note: Some of the Most Popular Active Mutual Funds Can Be Replaced With Lower Cost ETFs

Greg Fierros worked with Envestnet on portfolio analysis, due diligence, ETFs, value, international and alternative investments.

Advisors Can Now Offer Clients Cost-Effective ETF Alternatives to High-Fee Emerging Market Mutual Funds

Todd Shriber has written on ETF and investing related topics for sites including Bloomberg, ETF Trends, Benzinga, Investopedia and has been quoted on CNBC, Wall Street Journal, Barrons.

Financial Advisors Should Provide Cheaper Highly Correlated ETF Alternatives to Mutual Funds Investors

Allie Grace Garnett was a founding Principal of Nexos Resource Partners (NRP), an energy project finance firm based in New York and previously provided financial advisory and fund raising services to institutional-scale funds. Ms. Garnett holds a Master of Business Administration degree from Harvard Business School.

For Financial Advisors, Raltin can Perform a Critical Function when Recommending Mutual Funds Compared to ETFs

Steven Orlowski is a financial writer and financial advisor, financial planner, portfolio manager, trader, and founder of Orlowski Financial Counsel, a Registered Investment Advisor. He holds or has held the following licenses and certifications: FINRA Series 7, 63, 65, 9, 10 and the Certified Financial Planner designation.

Financial Advisors Should Know the Answer to This Question Before Recommending Mutual Funds

Tamila McDonald is a financial writer who worked as AFCPE Certified Financial Counselor for the US Army. She provided financial counseling to thousands of soldiers returning from combat as well as other Wounded Warriors.

Have you asked your RIA for highly correlated ETF alternatives to mutual funds?

David Jagielski is a financial analyst and writer who has written for several financial sites including Motley Fool.

Is Your RIA using Big Data to choose between Mutual Funds and ETFs?

Dan Pelberg is a financial writer who has worked for financial planners, fintech companies and media outlets such as Benzinga and Investopedia.