14 Reasons Why Financial Advisors Should Use Portfolio Crash Testing
Portfolio Crash Testing (PCT) is different from all other stress testing systems (including those available to institutions) for numerous reasons. Our experts at Larkspur-Rixtrema, have put together a detailed list...Read More
15 Weekly Stats: Week of July 30, 2018
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides...Read More
Plan Advisors increasingly pulled into 401(k) plan litigation
Source Advisors are increasingly being pulled into 401(k) plan litigation under novel theories of liability and need to pay extra attention in documenting their actions, a prominent ERISA attorney told...Read More
The One Thing You Must Do As a Retirement Plan Advisor
If you’re managing one or even several 401(k) retirement plans, it’s important to know what services plan sponsors really want and expect you to provide. Providing desired services obviously helps...Read More
5 Articles for Your Weekend Reading List: July 27, 2018
Here are five suggested articles to read this weekend: 1. Thoughts on Income and Wealth – An interview featuring Dana Larsen of Senior Finance Advisor, a website dedicated to helping individuals plan for...Read More
Social Media Use Driving Business for Financial Advisors
A recent article in Business Wire, indicates that social media is a driving factor behind personal success for financial advisors. In fact the small percent of advisors that still do...Read More