5 Articles for the financial advisor weekend reading list: November 17-18, 2018
Here are five suggested articles for financial advisors to read this weekend: 1. Building The Five Pillars Of SEC Cybersecurity Requirements As A (Registered) Investment Adviser – Over the past few years,...Read More
Recent Study Shows 401k Participants Aren’t Sure of Their Own Portfolio Allocations
In a recent article by PlanSponsor.com, they referenced a survey by Legg Mason that reports that many 401k participants are in the dark of their own portfolio allocations. According to...Read More
10 Social Media Marketing Mistakes Financial Advisors Make and How to Avoid Them
More and more financial advisors are turning to social media marketing every day. More than 81% of financial advisors use social media for business purposes. 79% have acquired new clients directly...Read More
Larkspur Executive Infographic
Competition is getting ever tighter for financial advisors in the retirement plan space. With so much at stake, you cannot afford to use the same data and tools as everyone...Read More
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