How will the 2018 Midterm Elections Affect You as a Financial Advisor?
The big news in the US this November, which was accurately predicted by virtually every reputable pollster and pundit who prognosticates about US elections, is that the 116th congress will...Read More
Ways to help 401k participants understand the risk of their portfolios
One of the most obvious ways to look at the risk of portfolio is by checking its standard deviation. Standard deviation is a statistical measurement that sheds light on historical...Read More
5 Articles for the financial advisor weekend reading list: November 10-11, 2018
Here are five suggested articles for financial advisors to read this weekend: 1. Benchmarking Target Date Funds Requires a Solid Baseline – Benchmarking Target Date Funds requires a solid baseline, an accurate...Read More
What do clients really wish their financial advisors would ask them?
In a recent WealthManagement.com article, Matthew Regan wrote about some of the key questions that clients really wish their financial advisors would ask. Of course, most advisors are all asking...Read More
401kFiduciaryOptimizer Infographic
401kFiduciaryOptimizer moves the needle for advisors plan practice! Their success in getting appointments with CFOs stems from this simple fact. 401kFO uses sophisticated quant algorithms to optimizer three things that...Read More
Vital Tips to Offering Fiduciary-Friendly Rollover Advice
One fiduciary-friendly rollover advice can come in the form of the explanation why rollover would benefit a client. For example, if a client currently has 401k plan with an employer,...Read More