Handshake  Advisor Newsletters

To review past newsletters, please select from the issues below. If you have questions or would like to suggest a future newsletter topic, please send an email to newsletters@julyservices.com.

 
November 2019
November 2019

We are excited to announce the release of JULYPortal! J ..

August 2019
August 2019

In order to keep your plan information fully confidenti ..

May 2019
May 2019

The technology team at JULY has been hard at work build ..

February 2019
February 2019

This is a reminder that JULY surveys all advisors with ..

November 2018
November 2018

Thank you for providing us with the opportunity to serv ..

August 2018
August 2018

JULY’s Q3 Advisor Education Series covers “Best Pra ..

May 2018
May 2018

Thank you for providing us with the opportunity to serv ..

February 2018
February 2018

Thank you for providing us with the opportunity to serv ..

December 2017
December 2017

Thank you for providing us with the opportunity to serv ..

August 2017
August 2017

We are pleased to share with you the industry’s best ..

May 2017
May 2017

We are pleased to announce a new and improved julyservi ..

January 2017
January 2017

Since the final fiduciary regulations were announced la ..