Don't Fear the RulingHere's what the Court FoundHow advisors can benefit from this rulingThis ruling will not change anytime soonHere are some next steps for advisors Just when you thought Reg-BI was enough to worry about, a new court ruling just set a new standard for
Yon Perullo and Daniel Satchkov discuss how RiXtrema's Larkspur Executive premium packages can take your email marketing campaigns to the next level with targeted email sequences. Learn More Request a Demo
Know what your clients/prospects want.Ask the right questions to your prospects and clients.Make a list of discussion topics.Market yourself.Keep track of stats and adjust accordingly. Our recent marketing articles focused on how to market the content an advisor already has in place but we haven't focussed
Our COVID-19 under-predictionAn Arm Wrestle Competition between OPEC and RussiaThe Energy Crisis can linger longer than CoronavirusPortfolio Crash Test Pro is the best tool for crises COVID-19 is not the only story affecting financial markets, though its effect is a sheer massacre. The S&P 500 has
Last week as I was watching the markets I was thinking that this must be the fastest 30% drop in history. As things happen, I didn’t have the time to do the research, but luckily others did. The folks at Bank of America did the
Who is Zoom Technologies Inc.?Markets are “efficient”, right?Let’s all just take a deep breath In my last article, I made a mistake that thousands of investors are making. Now, A case of mistaken identity is shooting or zooming an unlikely stock to unreasonable highs. It’s a story
Remote-work software companies Quarantine may kickstart remote workWe will emerge from Coronavirus, but do we evolve or resume?My most positive outlookEase client concerns during this challenging time Pandemonium was palpable last week as many of us began to feel a creeping sense of unease around the
If there is one theme that underpins our writing on risk, it is that stress testing and scenario analysis are far superior to value at risk (VaR) measures. It is clear that VaR is not made for the market moves that we have been experiencing.
Key Talking PointsCan the menu be too small?A Diversified Plan MenuSummary It shouldn’t be surprising that a plan which had over 200 options for participants to choose from in its plan menu is settling its lawsuit. More than 10 times the average plan! The issue of
I started this post on March 11, 2020. It was not a good day. Today is March 12, and it is worse. Much worse. Historically worse.