Using The Client-View To Manage Portfolios In Portfolio Crash Test Pro
The new ability to add clients is most simply thought of as a way to organize your portfolios. It is for combining all of the client’s portfolios with their questionnaire...Read More
Podcast:Retirement Plans Are Wasting $12.32B in Fees: How Are Your Clients & Prospects Doing?
Summary: Massive study by Larkspur-RiXtrema uncovers deficiencies and shows opportunities. On this podcast you will find out about this historic study. We undertook first of a kind research study by...Read More
WHY SHOULD YOU BE A 3(21) OR A 3(38) FIDUCIARY?
One of the biggest incentives for plan sponsors to seek a fiduciary to assist with their retirement plan is to share the burden of providing sound advice to all participants...Read More
Technology so good you can taste it.
Beyond Meat has had a wild first month of public trading, rising over 500% from the IPO price before a few analysts urged caution to those expecting incredible financial results....Read More
Easy Steps for Retirement Plan Sponsors to Minimize Their Liability
In a recent article by JD Supra, we learned that being a plan sponsor is quite a difficult task, because besides setting up a plan, one needs to watch it...Read More
Prospecting Plans with the Lowest Ratings in Planisphere
The Ask: To win business, every financial advisor, should do their best to analyze nearby 401(k) plans. The key point here is benchmarking and choosing the right target plans. Our...Read More