Your 1 Minute Case Study On 401K Retirement Plans: Ultimate Plan Optimization
This week’s case study will focus on plan optimization from the 401kFiduciaryOptimizer database. As to be expected, northwestern parts of US which have a predominantly mountainous terrain and subsequently low...Read More
15 Weekly Stats: Week of August 6, 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
See how one financial advisor stays ahead of the competition
Prospective clients often treat advisors with indifference until they see a reason to engage with you. How do you engage them, earn trusted advisor status and separate yourself from competition?...Read More
Analyzing the Do’s and Dont’s of Twitter Marketing for Financial Advisors
An article from The DigitalFA on the 43 Twitter Tips and Treats for Financial Advisors, provides excellent advice for financial advisors who are using Twitter to grow their business or...Read More
5 Articles for your weekend reading list: August 3, 2018
Here are five suggested articles to read this weekend: 1. Cryptocurrency Comes to Retirement Accounts – While debate continues to rage over the efficacy of investing Bitcoin and other so-called...Read More
Fiduciary advisers should be weighing the risks and upsides of securities lending
Fidelity Investments is making 401(k) advisers’ lives a little more complicated. The Boston-based behemoth dropped some eye-popping news Wednesday: as of Friday, it will begin offering two index mutual funds with a price...Read More