15 Useful Weekly Stats for Financial Advisors: Week of November 26, 2018
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides...Read More
Post DOL Fiduciary Rule Effect on Investors
The story of the Department of Labor fiduciary rule has been nothing else but a roller coaster ride. The ride which began in 2015 and initiated by President Obama’s administration,...Read More
10 Articles for the Financial Advisor Thanksgiving Weekend Reading List
Here are ten suggested articles for financial advisors to read this Thanksgiving weekend: 1. End-Of-Year Medicare Planning Opportunities During The Open Enrollment Period – The final weeks of the year are some...Read More
15 Weekly Stats: Week of November 19, 2018
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides...Read More
Significant Number of 401k Participants Relying on Target Date Funds
Statistics show that average retirement plan balances have almost doubled over the past decade, and a large portion of it is now contained in target-date funds. According to Fidelity data,...Read More
What The Future of Multiple Employer Plans Looks Like
On October 22, 2018 the U.S. Department of Labor announced about the Notice of Proposed Rulemaking. The Proposal was a response of the DOL to the President’s Executive Order signed...Read More