Compare Funds in an IRA Rollover Recommendation with Advisor Tools

by Retirement Advisor | Nov 8, 2022 | Rollover IRA

In this video, you’ll learn two ways to use Advisor Tools to compare funds in an IRA rollover recommendation. The first option is to use the ‘Compare Funds’ feature in Advisor Tools research to compare performance, risk factors, cost structure and other factors. The second option is to use Portfolio Reporting to compare current to recommended portfolios, including portfolio-level weighted expenses, risk metrics and more. You’ll also learn how to easily save, export and print comparison reports for your records.

To Learn More:
ZacksPro –

Advisor Tools –
Research System –
Quant Lab –
Excel Link –

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