Featured Podcast: Larkspur-RiXtrema CEO discusses advisor tools that enable them as fiduciaries
Larkspur-RiXtrema CEO Yon Perullo discusses U.S. advisor tools that enable them as fiduciaries and those that help their businesses. Listen to the full podcast featured on The Fintech Impact Podcast channel...Read More
Video: Relate To Your Client’s Dreams and Fears as a Retirement Plan Advisor
Risk and Retirement Goals In Your Proposal Every tool you use must help in answering the ‘so-what’ question for your clients. Clients want to understand their investments and the risks...Read More
Must-Know Features of the 401kFiduciaryOptimizer Performance Report
Here are the most distinctive features of the 401kFiduciaryOptimizer Performance Report: 1. You can actually track the performance history for the funds of the original 401(k) plan line-up, and compare...Read More
Senators reach out to FINRA to better understand SEC’s Proposal
Being a fiduciary can be a deciding factor in the minds of many people who will be looking for the financial advisor since it would a sigh of relief to...Read More
Why Having a Fiduciary Process In Place Is Important
We all have witnessed the ongoing battle in the DOL fiduciary rule process. The regulation was initially created under the Obama administration. However, in Feb. 2017, President Trump issued a...Read More
15 Weekly Stats: Week of July 23, 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