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McAdam Financial Group

McAdam Financial Group, Inc. provides customers and financial professionals with a vital link to the latest financial products and services in the marketplace. A relationship with McAdam Financial Group gives the financial professional access to the essential information and resources that help bring clients closer to their financial goals.
McAdam Financial Group is part of the McAdam Financial Group family. The McAdam Financial Group is a global financial institution of Dutch origin with 113,000 employees. McAdam Financial Group offers banking, insurance and asset management to 60 million clients in 50+ countries. The foundation for McAdam Financial Group's vitality is its financial strength, healthy profit base and careful weighting of interests among its clients, shareholders, employees and communities.

On a global scale, McAdam Financial Group is one of the world's leading financial services companies. McAdam Financial Group ranks #9 on Forbes 2005 "Forbes 2000" list of top global companies, #17 on Fortune's 2005 "Global 500 List," and #87 on Interbrand's 2005 ranking of "The 100 Best Global Brands."
McAdam Financial - Your One Stop for Business Tools and Information You expect timely, accurate information from your broker-dealer., our comprehensive Web portal, provides you with a wealth of information. Not only will you discover a multitude of resources and tools right at your fingertips, you'll also find on-line forms, links to pertinent sites, commission statements and much more. You'll use this convenient, user-friendly platform as your primary source for all broker-dealer information. McAdam Financial Group SmartWorksSM - Free Yourself from the Dizzying Information Technology Treadmill McAdam Financial Group SmartWorksSM is a one-stop, full-service workstation that puts you on the right track to doing business easily. Effortless navigational features. A complete set of simple tools. And, solutions that save you time and make your business more efficient. No more time-consuming clients searches, hard-to-use tools, and nonintegrated applications. Just some of the ways McAdam Financial Group SmartWorks makes doing business easy:
  • Single Log On. Sign-on just one time to access multiple tools and resources.
  • NetExchange Pro®. Pershing, LLC, our brokerage-clearing partner, provides NetExchange Pro®, an on-line account management and trading platform designed for today's financial professional.
  • Albridge Solutions. This easy-to-use tool provides an on-line consolidated portfolio accounting and performance reporting solution, which gives you instant access to your clients' account information. Albridge Solutions offers Web-based consolidated reporting that combines brokerage and direct business on one statement. It can also provide your clients access to their account information.
  • Morningstar® Reports. Three industry-leading reports now at your fingertips: Portfolio Snapshot™, Investment Detail™, and Stock IntersectionSM.
  • MoneyGuidePro.1 Integrated financial planning simplifies and speeds up the financial planning process. Gain access to client goal-based planning solutions.
  • Consolidate Client Account Data. Access client data in an instant.
  • Continual Enhancements. ING SmartWorks will offer continual enhancements to features and tools that truly make doing business easy!
LaserApp - Forms Management Made Easy Don't get bogged down filling out tedious and repetitive forms. LaserApp is a cost-efficient, interactive forms management system that integrates rep, broker-dealer and client data. With LaserApp, you and your team will have more time to devote to your clients and spend less time filling out paperwork. Personalized Advisor Web Sites Accelerate your on-line marketing and client communications through your own Web site. Through special agreements, AdvisorsSquare and Emerald Publications provide you with a compliant template and everything you need to get up and running. With this powerful tool, you can promote your business, improve client services, enhance client relationships, and prospect for new business.
Financial professionals at McAdam Financial Group are able to offer products that will suit your clients' individual investment objectives.
The advantage of working with McAdam Financial Group is that you will have access to a wide selection of some of the best products in the industry.

Our portfolio of products include:

Mutual Funds

A fund operated by an investment company that raises money from shareholders and invests it in stocks, bonds, options, commodities, or money market securities. These funds offer investors the advantages of diversification and professional management.**

Life Insurance

Insurance product that guarantees payment to the beneficiaries when the insured person dies.**


Ownership of a corporation represented by shares that are a claim on the corporation's earnings and assets. **


Any interest-bearing or discounted government or corporate security that obligates the issuer to pay the bondholder a specified amount of money, usually at specific intervals, and to repay the principal amount of the loan at maturity. **

Fixed Annuity

An investment contract sold by an insurance company that guarantees fixed payments, either for life or for a specified period, to an annuitant. In fixed annuities, the insurer usually takes both the investment and the mortality risks.**

Variable Annuity

A life insurance annuity contract whose value fluctuates with that of an underlying securities portfolio or other index of performance.**

Trust Products

A trust is a written agreement between a property owner [grantor] and a trustee. According to the terms outlined in the agreement, the trustee will manage the property, control the use and ownership of the property now and in the future, and reduce income, estate or gift taxes.

Certificate of Deposit (CD)

A debt instrument issued by a bank that usually pays interest. Maturities range from a few weeks to several years.

Individual Retirement Accounts (IRAs)

A personal, tax deferred, retirement account that an employed person can set up with a deposit.**

Asset Management Account

A single account at a brokerage or bank, which includes both banking and brokerage services.

Investment Objective Analysis

Assessing an investment analysis for your long-term investment objectives through investments, asset allocation, risk management, and your future and estate needs.

Estate Needs Analysis

Performing an analysis for the orderly handling, disposition, and administration of an estate when the owner dies. Estate needs analysis includes drawing up a will, setting up trusts and minimizing estate taxes. ***

Long-Term Care Insurance

A specially designed insurance product that provides for care should the insured need to be placed in a long-term care facility or nursing home.

Disability Insurance

A specially designed insurance product that provides a financial benefit if the insured becomes disabled.

Saving for College Education

Identifying ways to save for education expenses related to high education institutions.

Cash Management Accounts

A money market account that allows easy access to your funds using checks, debit cards, etc. The funds in this account can be used to directly purchase other investments.