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Compare Funds in an IRA Rollover Recommendation with Advisor Tools

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 - Follow us at: LinkedIn - Twitter - ___________________ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No ...