SaveDaily

Check out our newly designed website: www.savedaily.com! #customerexperience #investing #trading #recordkeeping

Join us next Thurs, Oct 24th @ 1pm PST / 4pm EST for "The Do's and Don'ts Around Missing Participants" - Free CE Accredited Webinar featuring noted #ERISA and #Retirement Plan expert Ary Rosenbaum! Signup link: https://mailchi.mp//q4-2019-dos-and-donts-around-missing-p #Fiduciary #RiskManagement #Business #Investing

Listen to SaveDaily’s Onpoint podcast with guest speaker Anand Sekhar, VP of Fidelity Investment’s Practice Management, around the Advice Value Stack and how a digital enabling firm fits well into creating a world class client experience! #retirement #advisor #business #investing https://www.linkedin.com//savedaily_save-daily-world-class

Here's SaveDaily's new 30 second video! It's on using an API solution for offering investing to your customers. What do you think? #investing #finance #mutualfunds https://www.linkedin.com//savedaily_investing-finance-mutu

Interested in learning more about what SaveDaily(r) does? Watch a 30 sec video animation of our SSO (Single Sign On) model where we cater to HSA providers, Banks, Credit Unions and Non-Financial Institutions.

Another great interview with Nathan Bonaparte, from First Team Real Estate, in how real estate can help increase your savings rate (a 2 part video)! Great content with real life examples...thanks again Nathan!

2018 Missing Participant Webinar -

A great interview with Michael Lee, President of Lourd Murray (a large boutique investment firm out of Los Angeles, CA) around the definition of passive investing vs. active investing in basic terms!

SaveDaily International- what is it? Listen to Mark Kaplan, Head of SaveDaily’s International Business Development Division, around how we support Banks by offering a digital investment solutions!

Did you know that African Americans have largely been under served by the investment industry. Please welcome Jason Fields, our new Ambassador for Black Wealth Network, www.BWNonline.com. Jason Fields is a Wisconsin State Assemblymen, a financial educator, a community leader, on 2 radio talk shows and has written 2 books.

Automatic IRA Rollovers - Uncashed Checks Becoming A Problem? -