15 Weekly Stats: Week of November 19, 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
Significant Number of 401k Participants Relying on Target Date Funds
Statistics show that average retirement plan balances have almost doubled over the past decade, and a large portion of it is now contained in target-date funds. According to Fidelity data,...Read More
What The Future of Multiple Employer Plans Looks Like
On October 22, 2018 the U.S. Department of Labor announced about the Notice of Proposed Rulemaking. The Proposal was a response of the DOL to the President’s Executive Order signed...Read More
5 Articles for the financial advisor weekend reading list: November 17-18, 2018
Here are five suggested articles for financial advisors to read this weekend: 1. Building The Five Pillars Of SEC Cybersecurity Requirements As A (Registered) Investment Adviser – Over the past few years,...Read More
Recent Study Shows 401k Participants Aren’t Sure of Their Own Portfolio Allocations
In a recent article by PlanSponsor.com, they referenced a survey by Legg Mason that reports that many 401k participants are in the dark of their own portfolio allocations. According to...Read More
10 Social Media Marketing Mistakes Financial Advisors Make and How to Avoid Them
More and more financial advisors are turning to social media marketing every day. More than 81% of financial advisors use social media for business purposes. 79% have acquired new clients directly...Read More