This solution comes in the form of a concierge program complete with high-yield banking products and services.

It may be true that there is no such thing as a sure thing but for a financial advisor they better be pretty confident that the investment opportunities that they introduce to their clients are capable of delivering the favorable results that the ...

Through an agreement with broker/dealers BofI Advisor is making these high-yield banking products and services available to qualified financial advisors who can then offer them to their clients as a proven investment opportunity.

Every financial advisor knows that there is a degree of risk in each investment and there is never a guarantee that the outcome of that investment will match the goals of their clients.

Finding the perfect investment opportunities to offer their clients can be a difficult task for any financial advisor as they not only have to weigh the risks involved with these investments but also have to ensure they deliver the kind of return ...

These financial advisors not only have to find sound investment opportunities for their clients but also limit their exposure to risks; add to that the fact these clients demand strong returns on their money and the role of a financial advisor ca ...

Select Money Market accounts that provide a highly competitive rate, plus liquidity, flexibility and accessibility along with limited check writing privileges

It’s an easy formula but it can be a challenge to put it into practice as many investment opportunities carry with them significant risks.

Every financial advisor knows that their success is contingent upon the satisfaction of their clients and that satisfaction only comes from strong financial results.

These financial advisors know that while their clients want to see favorable returns on their money they also want to limit their risks and uncovering an investment opportunity that meets these requirements can be difficult.

These financial advisors know that their clients are expecting to see favorable results from their investments and this means the opportunities presented to them must be capable of delivering.

To take some of the pressure off BofI Advisor, a division of the publicly traded BofI Federal Bank (NASDAQ: BOFI), has created a concierge program complete with high-yield banking products and services and through an agreement with broker/dealers ...

As every financial advisor knows, finding the right investment opportunities for their clients can come with a number of challenges.

The responsibilities that come with being a financial advisor can be taxing as these professionals are constantly feeling the pressure of meeting their clients’ demands

Select Savings accounts that come with a highly competitive rate along with the opportunity to earn interest compounded daily on qualified balances

These financial advisors have to have a clear understanding of what products and services are going to deliver the kind of results their clients expect and that can be easier said than done.

BofI Advisor understands these challenges and has designed their concierge program of banking products and services to overcome these obstacles.

To help alleviate some of the pressure BofI Advisor is offering qualified financial advisors the opportunity to present their clients with a full menu of proven banking products and services.

Because this is so significant financial advisors are constantly searching for products and services that can deliver those results and while the demand for those products and services are high finding them can prove to be difficult.

Success for a financial advisor ultimately comes down to having a satisfied client base and that can only be done when that client base is seeing the kind of returns on their money that they want.