5 Articles for your weekend reading list: September 15-16, 2018
Here are five suggested articles to read this weekend: 1. A Post-Fiduciary Rule Rollover Playbook – The short-lived fiduciary rule provided that anyone who received compensation in connection with recommending a rollover would...Read More
This is How You can Address Fiduciary Concerns & Build Suitable Portfolios
During the webinar you will learn how to use cutting edge science to measure risk tolerance and build most efficient risk/return profiles for every client and prospect. Keeping the fiduciary...Read More
Fiduciary Hope: A Look into the Future of the Fiduciary Standard
Phyllis Borzi is the former Assistant Secretary for Employee Benefits Security of the United States Department of Labor. As the official in charge of the Employee Benefits Security Administration in...Read More
15 Weekly Stats: Week of September 10, 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
What the Trump Executive Order on Retirement Means for Advisors and Plan Sponsors
President Trump with his Executive Order on Retirement plans expanded the horizons of better retirement to many people who before had no chance to retire comfortably and securely. It helps to close the gap between many employees working for small companies which do not have the ability to set up an internal retirement plan for their workforce.
5 Articles for your weekend reading list: September 8-9, 2018
Here are five suggested articles to read this weekend: 1. What are Unitized Model Portfolios and Why Should 401k Advisors Care? – Unitized model portfolios are getting an increased amount of attention from...Read More