What SEC Best Interest Proposals Mean for Investment Advisors
In April, the Securities and Exchange Commission issued three proposals concerning the standards of care for investment advisors and broker-dealers. RIAs should review and understand these proposals because they may,...Read More
Video: Learn About Portfolio Crash Testing in 4 Minutes
Stress test your clients’ portfolios. Learn how to educate clients about risk/return tradeoffs. Gain new clients by showing prospects the risks that they face and the return potential in one...Read More
Risk Modeling in the Past and Future with Portfolio Crash Testing
The previous blog posts (From Client to CEO: Does Portfolio Crash Testing Really Work? & The Proof Is In The Pudding: How Portfolio Crash Testing Worked for Me.) in this...Read More
Your 1 minute case study on 401K Retirement Plans: A Rollover to an IRA Account
Regardless if your clients are plan sponsors or individuals who invest in their retirement accounts, as the advisor you can be a great fiduciary by helping them to achieve their...Read More
Staying Committed to the DOL Fiduciary Rule
The fiduciary rule we all hear about reminds me of a roller coaster ride: first it seemed imminent after the regulation was initially created under the Obama administration, then President...Read More
15 Weekly Stats: Week of August 20, 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