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FOCUSED . ADVANCED . CREDIBLE

This blog helps advisors discuss risk credibly with HNW investors

Discuss Risk Credibly
DOL Fiduciary Rule Best Interest Requirements: Creditor Protection in ERISA Plans

DOL Fiduciary Rule Best Interest Requirements: Creditor Protection in ERISA Plans

Is it important to factor in safety from creditors during a 401(k) rollover? How safe was the money in the...

DOL Fiduciary Rule Groundhog Day: What Just Happened & What It Means For You

DOL Fiduciary Rule Groundhog Day: What Just Happened & What It Means For You

DOL Fiduciary Rule Groundhog Day: What Just Happened & What It Means For You For those participating in the financial...

Do I have to document best interest when doing rollovers?

Do I have to document best interest when doing rollovers?

How does the DOL Rule Affect Me? Do I have to document best interest when doing rollovers? Effective June 9,...

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What June 9th DOL Rule Date Means For You: How to Not Be a Low Hanging Fruit for Litigation Attorneys

What June 9th DOL Rule Date Means For You: How to Not Be a Low Hanging Fruit for Litigation Attorneys...

RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste

RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste

RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste Fiduciary best practices research took...

Breaking News on Rollovers: What DOL Really Did on April 5

Breaking News on Rollovers: What DOL Really Did on April 5

We want to bring something very important to your attention regarding DOL Fiduciary Rule delay that was announced yesterday. The...

New Portfolio Crash Test Scenario: Trump Tax Cuts

New Portfolio Crash Test Scenario: Trump Tax Cuts

 One of the recurring themes through the presidential elections and the speech yesterday were the tax cuts that are coming...

Skip Schweiss

Skip Schweiss on New Horizons Opening in front of RIAs

For those of you who missed, some tremendously insightful comments from Skip Schweiss at TD Ameritrade as to potential sources...

Grow Your Plan Sponsor Business with 401kFiduciaryOptimizer, an Innovative Retirement Plan Diagnostics Tool (Financial Advisor Magazine)

Grow Your Plan Sponsor Business with 401kFiduciaryOptimizer, an Innovative Retirement Plan Diagnostics Tool (Financial Advisor Magazine)

RiXtrema found that plan sponsors and their advisors can save billions for the participants, Financial Advisor Magazine writes. You can...

401k Similarity Based Quantitative Algorithm to Provide Massive Aggregate Plan Savings in Low Fee Alternatives Report

401k Similarity Based Quantitative Algorithm to Provide Massive Aggregate Plan Savings in Low Fee Alternatives Report

The first optimization report that you will face using 401k FiduciaryOptimizer is called Low Fee Alternatives. The system automatically prompts...