Main Reasons for 401(k) Advisors to Collaborate with Benefits Brokers
Benefits brokers’ responsibilities are very similar to those of retirement plan advisors; they are responsible for supervising any issues related to medical and insurance benefits, and, among other things, can...Read More
5 Ways to Explain Fiduciary Duty to Your Prospects and Clients
There’s a lot of talk out there on what it means to be a fiduciary and how it is beneficial to the clients to understand the difference between who is...Read More
Case Study: Growing Your 401k Business with the Right Prospecting Strategy
Every advisor is constantly thinking about ways to grow their business. There are many options available to achieve this goal. However, there is no cookie-cutter formula on how to make prospecting a successful endeavor.
New Fiduciary Rule Introduced in Maryland
Lawmakers in Maryland have recently introduced a new bill (Senate Bill 786) called the Financial Consumer Protection Act of 2019. Within the bill is a provision which would require broker-dealers,...Read More
Case Study: Create the Ultimate Optimization Report for a Plan Sponsor
In order to create a winning proposal for a prospect, you need to make sure it includes all the best investment options. On the one hand, they should be optimized in terms of fees and performance, which might interest a plan sponsor, and finally they should correspond your provider platform requirements.
Proof-of-Work vs Proof-of-Stake: Theory & Practice Part 1
Blockhain is obviously a chain of linked blocks with transaction data in them, so that each block references all previous blocks before it and the chain is unbroken.