Reasons Why Advisors Should be Using More 401k Fintech Tools
With the new millennia we crossed the point of no return where technology will be driving growth and prosperity. It is easy to see it happening all around us...Read More
Why Your Business Needs to Analyze Financial Literacy Trends
There are some rules attached to better money control. Following the rules will lead to more stability in your clients’ lives, and eventually will affect other areas of their...Read More
What is the Fiduciary Outlook for Financial Advisors in 2019?
While 2018 had the end of the DOL rule, it doesn’t mean that regulation for 401(k) plans and advisors has gone away. With the SEC’s rule incoming in 2019, and...Read More
5 Articles for the Financial Advisor Weekend Reading List: December 15-16, 2018
Here are five suggested articles for financial advisors to read this weekend: 1. Post DOL Fiduciary Rule Regulatory Challenges – The DOL Fiduciary Rule is dead. All we know is that something...Read More
4 Reasons for Financial Advisors to Implement a Newsletter Email Campaign
A recent article listed the biggest reasons that advisors cite for why they have implemented newsletter marketing campaigns via email. Lets take a look at several of the key points: Cheap...Read More
Great Variety of Investment Options that 403(b) Plans Bring to the Table
Based on the Investment Company Institute and BrightScope data, an average large 403(b) plan provided 27 core options. It’s implied that recognizing the importance of plan design and features that...Read More