Blog

December 15, 2021

How Domain Forwarding affects SEO

If you have a website, you may have heard about SEO- Search Engine Optimization.

December 7, 2021

5 Topics for Your Annual Client Check-In

As 2021 draws to a close, it’s a great time to call your clients for an end-of-year financial ‘checkup.’ Myriad Advisor Solutions has gathered these 5 year-end financial topics to talk about with your clients.

November 15, 2021

Pros and Cons of Going Independent

If you are a captive financial advisor, chances are you have wondered ‘what are the pros and cons of going independent?’

October 27, 2021

How Do Roth IRAs Protect You?

As National Retirement Security Month draws to a close, Myriad Advisor Solutions is taking a closer look at retirement savings accounts.

October 21, 2021

More to Myriad – Meet Continuum Advantage

What springs to mind when you hear the phrase ‘4th Quarter’? For some, pumpkin spice lattes, spooky season, turkey dinners and jingle bells might all be answers.

October 8, 2021

3 Tips for Your Clients During CD Renewal Month

Did you know most CDs come due in October? Upon getting a tax return in April, many people will shelter it in a CD or similar safe-money type account.

September 29, 2021

More to Myriad – Meet Communications Experts

Myriad Advisor Solutions enables financial advisors to do what they do best by simplifying their transition into independence, but did you know there are other companies in our family?