Alan Clopine, Co-CEO and CFO of Pure Financial Advisors, was recently featured in a Financial Planning article which recounted 10 advisors’ stories of clients who reached a little too far for a tax loophole.
“Big Al” shares a story about a client who tried to deduct her concert tickets & travel expenses.
Founder and CEO of Pure Financial Advisors, Inc., Michael Fenison, was recently featured in the cover story of Advisor Solutions, a TD Ameritrade Institutional magazine designed to deliver business-building ideas to financial advisors. The story covers the roots of Pure Financial and what gives the company a comparative advantage against its competitors. Fenison attributes the...
By: Guest Columnist Skip Schweiss, RIA Biz July 21, 2017 Six years ago, Tiburon Strategic Advisors’ Chip Roame and TD Ameritrade’s, Skip Schweiss turned a bucket-list hike up and down Mount Whitney into a group outing comprising some of the investment services industry’s hardiest souls. Following their successful 22-mile, 6,200 vertical-foot “hike” they all agreed it was so much fun they should do...
Envestnet | Tamarac Deepens Integration with TD Ameritrade Institutional’s Veo® Platform Tamarac Advisor® Xi Suite Adds Straight-Through Processing of Trades directly from its trading application, Advisor Rebalancing® January 19, 2017 Pure Financial Advisor’s Director of Trading, Benjamin Littman was recently quoted in an Envestnet | Tamarac press release covering the enhancements made to the level of integration...
Retirement Planning for the Self-Employed January 23, 2017 Investopedia recently covered an article on retirement savings options for self-employed workers, including the solo 401(k), SEP IRA and SIMPLE IRA. President of Pure Financial Advisors, Joe Anderson contributed to the section on the SEP IRA (Simplified Employee Pension), which you can open at just about any bank...
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