Advisor Teams Can Be a Win-Win for FAs and Clients
Tony D’Amico is interviewed on the benefits of operating as a team in this article, “Advisor Teams Can Be a Win-Win for FAs and Clients,” by Emily Brower Auchard in Financial Advisor IQ.
Budget Leaks You Should Plug Now
Cameron Huddleston of GoBankingRates.com quotes Tony D’Amico, CFP®, CEO, The Fidato Group, in her piece on “Budget Leaks You Should Plug Now.” D’Amico gives helpful suggestions to readers on saving money on mortgage rates, insurance quotes, cable television and things that aren’t important to them.
Here’s Why Investors Shouldn’t Panic Over Brexit
Tony D’Amico, writes a guest column for Cleveland.com, “Here’s why investors shouldn’t panic over Brexit.” D’Amico is the Founder and CEO of The Fidato Group, a Registered Investment Adviser in Strongsville, which specializes in Comprehensive Wealth Management and Retirement Planning.
Can Variable Annuities Evolve To Survive The DOL Rule?
Tony D’Amico, CEO of The Fidato Group, is quoted in Chris Robbin’s article, “Can Variable Annuities Evolve To Survive The DOL Rule?” The highest cost annuities likely won’t survive past the DOL rule’s effective date in April 2017, says D’Amico, because advisors likely won’t be able to justify the expense clients would pay for the
Will Fledgling Fee-Based Variable Annuities Take Flight?
In “Will Fledgling Fee-Based Variable Annuities Take Flight?”, Chris Robbins writes that advisors who were already fiduciaries, like RIAs, products like Monument Advisor were the only ways to offer the benefits of an annuity’s tax deferrals. At the Fidato Group, a Strongsville, OH-based RIA, Tony D’Amico says that some clients have been offered Jefferson National’s
Should You Contribute to a Traditional IRA or a Roth IRA?
Tony D’Amico, CEO of The Fidato Group, is quoted in “Should You Contribute to a Traditional IRA or a Roth IRA?” The right decision each year is going depend on your age, what retirement savings you already have, your current tax bracket and what you expect your financial picture to be in retirement. “If clients
Beware the Fiduciary Rule’s Unintended Consequences
Tony D’Amico, chief executive officer of The Fidato Group, is quoted as saying, “I hope it (the rule) produces its intended result, since previous legislation has come out and defined different advisors and their level of care but has largely been ignored and unenforced. I hope that this leads to disclosures and required practices that
On Eve Of Fiduciary Rule, Even Fiduciaries Harbor Doubts
CEO Tony D’Amico of the Fidato Group, an RIA in Strongsville, Ohio, comments on the importance fiduciary standard on page 2 in the article, On Eve Of Fiduciary Rule, Even Fiduciaries Harbor Doubts.
Yahoo! Finance: The Fidato Group Announces Retirement Financial Planning Course, Sponsored by Highland Local School District
The Fidato Group announced a continuing education course, scheduled early next month, titled Retirement Planning TodayRetirement Planning Today®, which will be led by founder and CEO, Tony D’Amico and held at Highland High School, sponsored by The Highland Local School District. “Planning for your retirement has taken on a much greater importance as people live
The Fidato Group Announces Retirement Financial Planning Course at Lorain County Community College, Midpoint Campus Center
The Fidato Group announced an educational course later this month, titled Retirement Planning Today®, which will be led by founder and CEO, Tony D’Amico and held at Lorain County Community College, Midpoint Campus Center in Brunswick. “Planning for your retirement has taken on a much greater importance as people live longer and retire earlier. Many
