Independent Advisors Are Crafting the Future of Retirement Planning Industry
While the SEC continues to debate the issues of duty and integrity, some of the nation’s most experienced financial advisors are setting tomorrow’s standards for unbiased retirement planning services. Among them is an elite cadre of about 70 independent advisors who participate in an ongoing exchange – a virtual think tank. The advisors, who are affiliated with Legacy Investment Services, Inc., are evaluating and refining processes, rigorously testing emerging technologies and promoting practices that give investors unlimited access to quality investment products.
The brainchild of founder Marc G. Minor, RFC, Legacy Investment Services was established in the early 1990s. The processes he developed broke the traditional business models. He reasoned that sophisticated technology used in mega-firms to conduct independent research and stress-test portfolios was available to smaller firms as well. And, once he cohesively aligned with an independent broker-dealer, he would no longer be captive to the broker’s limited options nor would he be accountable to sales quotas. His “out-of-the-box” approach would give each client access to the entire universe of investment options. …Read More
Utah Business Breaks the Mold in Thin-Wall Thermoforming and Custom Plastic Packaging
With the addition of a Class 10,000 clean room in 2013, Utah-based Premier Plastics marked yet another turning point in its history of innovation.
“To stay competitive, companies must continually break new ground and reinvent themselves,” says Premier Plastics founder and President Jim Holbrook. “Adding to our capabilities in this strictly regulated segment of our industry was challenging, but necessary to capture a larger share of the medical, dental and nutraceuticals packaging market.”
Reliable Transactions Beyond the Box
In the clothing business, having the right merchandise in stock is critical. If a retailer does not have the right item, the customer will go elsewhere. With that in mind, a certain shoe manufacturer needed to speed up its invoicing system with hundreds of stores nationwide. The company turned to Utah-based Digital Financial Group (DFG), a leading credit card processing company, for a solution.
“We developed a real-time invoicing system where retailers could pay the manufacturer by credit card online,” says President Cory Gray. “There is no more waiting for a check to clear. Now, retailers can get shoes delivered in two days instead of 10.” …Read More
Finding and Responding to Government Bids: An Often-Overlooked Business Strategy
The timing couldn’t have been better or more daunting when Sabrina Stover joined BidSync, a cloud-based, end-to-end procurement and bid notification service. The year was 2008, and a global financial crisis had all but paralyzed commerce and industry. Simultaneously, significant shortfalls in revenues were forcing local and state governments to provide services to more people while using fewer resources.
With an impressive suite of highly effective “software as a service” (SaaS), e-procurement and bid notification solutions, BidSync was well positioned to help government and military purchasers identify and negotiate with vendors and to provide businesses with an even playing field where they could compete for public-sector contracts. The company seized the opportunity, adding a wider range of solutions and recruiting hand-picked talent from across the country. …Read More
Unleashing the Potential of Online Retailers Large and Small
Entrepreneurial success begins with restless creative energy and the seed of an idea. Once that seed has germinated, branched out and begun bearing fruit in the marketplace, it needs lots of TLC—i.e., concrete goals, well-defined plans and disciplined execution.
Molding Box, Salt Lake City’s award-winning provider of warehouse, order fulfillment and direct-to-consumer shipping services, grew from tender shoot to towering tree at breathtaking speed. In 2005, founder Jordan Guernsey began serving a handful of Internet retailers from his parents’ basement; five years later, Molding Box debuted at #71 on the Inc. 500 list after growing an astounding 3,384 percent over a three-year period. Today, still young but firmly rooted, Molding Box is turning to tried-and-true business principles to both fuel and facilitate its ongoing expansion. …Read More
A Simple, Affordable, Web-Based Timekeeping Solution
For the third consecutive year, Utah ranks first in the nation on Forbes’ list of the Best States for Business and Careers. Contributing factors for this recognition include Utah’s thriving tech market and a highly talented workforce.
Among Utah’s business leaders is SwipeClock, a technology company and developer of “Simple, Affordable Timekeeping Solutions” for the payroll and human capital management industry. Since 2000, SwipeClock has been best known for its user-friendly, Web-based timekeeping solution used by industries and employers across North America through a network of resellers in the payroll industry. …Read More
Firm Raises the Bar for Full-Service Marketing Agencies
Outdoor enthusiasts, drawn to Utah’s diverse and breathtaking landscape, have flocked to make their home in the “Beehive State” for years. Recently recognized as one of the best states for business, Utah has also attracted an array of skilled technologists, marketers and sales professionals who have come not only to build their career.
Solving Healthcare’s Problems Through Technology
It is estimated that the U.S. spends more than $2.5 trillion on healthcare. A big number but no longer a surprising one. What is surprising is that $765 billion is completely avoidable if organizations could easily identify, manage and mitigate risk; increase fraud, waste and abuse prevention; and if they could address inefficiencies in scheduling, testing, claims coding and billing. Enter Verisk Health.
Increasingly, employers, healthcare providers and payers are turning to Utah-based Verisk Health for solutions. One of the fastest-growing companies in its field, Verisk Health combines data analytics with clinical healthcare expertise to help clients manage risk, improve healthcare quality, reduce healthcare costs and deliver better healthcare. …Read More
If You Own a Business – or Did – Keep Reading!
Business owners are often alone in making decisions, and some of those decisions can be momentous.
“We’re the business owner’s ally,” says Chuck Smith, CPA, CGMA, ChFC, CLU. “Fully 50 percent of private businesses are adding new owners or selling within five years. And 90 percent are transitioning within 10 years. We help these clients see and act on their options.”
Smith worked in corporate finance for some of the nation’s largest firms. That was before he made the career move to do what he really wanted to do in the first place. …Read More
Comprehensive Financial Planners Address All the Things That Make Life Enjoyable
Despite unprecedented market volatility, one group of investors is unusually confident about their life plans. In 1986 these individuals and families began working with Tucson, Arizona-based Raskob Kambourian Financial Advisors, Ltd. As Patricia F. Raskob, CFP® and her team helped them navigate through booms, expansions and crises, the level of trust grew. Even the uncertainty caused by the 9/11 attacks elicited only two phone calls from concerned investors. Today, 85 percent of the firm’s referral base is from satisfied …Read More