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3 Reasons Why Robo-Advisors May Not Be for You

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3 Reasons Why Robo-Advisors May Not Be for You

While robo-advisors may be a fit for certain investors, they’re not for everyone. Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of robo-advisors.

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Close More Retirement Plan Business –By Year End

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Close More Retirement Plan Business –By Year End

In reference to one of the keys to growing retirement plan business, Josh Nelson of Keystone Financial Services in Loveland, CO says, “We cannot be the experts in everything and we don’t need to be.

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Expand Your Digital Presence with 3 Essential Steps

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Expand Your Digital Presence with 3 Essential Steps

Josh Nelson, CEO of Keystone Financial, went independent in 2010 to better control his professional fate. And when his broker-dealer shortly thereafter green lighted the use of social media – Nelson didn’t hesitate.

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Keystone Financial Services to Provide Monthly Financial Seminars to the Public

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Keystone Financial Services to Provide Monthly Financial Seminars to the Public

Keystone Financial Services announced today that it is investing in the communities of Northern Colorado by offering monthly financial literacy workshops.

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New Apple iPad Pro geared toward meeting advisers’ business needs

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New Apple iPad Pro geared toward meeting advisers’ business needs

Josh Nelson, a financial adviser at Keystone Financial Services in Loveland, CO, was quoted in this piece by journalist Alessandra Malito on how the new Apple iPad Pro might be accepted by the financial services community.

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Generation Angst: Younger Americans Starting to ‘Freak Out’ About Retirement

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Generation Angst: Younger Americans Starting to ‘Freak Out’ About Retirement

A changing retirement market has placed limits on younger career professionals their parents didn’t have to face.

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Adviser: Clients Won’t Know You Exist Without a Strong Digital Presence

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Adviser: Clients Won’t Know You Exist Without a Strong Digital Presence

Josh Nelson, CEO, Keystone Financial Services, and recent winner of 2015 Practice of the Year from Peak Advisor Alliance, is profiled by Liz Skinner in this piece on best practices in social media.

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Keystone Financial Services Honored at Peak Advisor Alliance Excell Spring 2015 Conference

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Keystone Financial Services Honored at Peak Advisor Alliance Excell Spring 2015 Conference

Keystone Financial Services announced today that it has won the 2015 Peak Advisor Alliance “Practice of the Year” Award.

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5 Factors to Consider Before Investing in an ETF

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5 Factors to Consider Before Investing in an ETF

There are now over 1,600 exchange-traded products available to investors, and total assets are quickly approaching $2 trillion. Traditionally, the primary way an investor could get access to a diversified portfolio of stocks was through a mutual fund. But today, many of these investment products mirror the overall market, providing very little differentiation.

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Keystone Financial’s Nelson: The importance of a strong digital presence

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Keystone Financial’s Nelson: The importance of a strong digital presence

Josh Nelson of Keystone Financial Services says just having a website is no longer enough, and breaks down what advisers can do to make sure they have the right digital presence to attract clients.

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