Why a Well-Constructed “Elevator Speech” Is More Important Than You Think
With the start of the summer, many advisors are looking for ways to jump start their business for the second half of the year. The easiest way to end the...Read More
How 401kFO Software Helps Improve Diversification As Required By 404(c)
Recall that a good Investment Menu under 404(c) is the one that helps “minimize risk of the overall portfolio and minimize risk of large losses”. According to Modern Portfolio Theory...Read More
Read about Prospects of Wealth 2.0 in “The Latest In Financial Advisor #FinTech for July 2018”
The latest article by renowned advisor expert Michael Kitces on FinTech trends titled The Latest In Financial Advisor #FinTech for the month of July 2018, talks about the latest 2-in-1 tool...Read More
Top 5 Larkspur-Rixtrema Blog Posts for June 2018
5. Top 5 Larkspur-Rixtrema Blog Posts for June 2018. An Exclusive Case Study from Larkspur-Rixtrema. Lets examine one of the plans from the 401kFiduciaryOptimizer tool.…Continue Reading 4. The...Read More
Here’s What People Are Saying About State Fiduciary Rules
It’s been a while since the battle between federal fiduciary rule advocates and the financial services industry started. The U.S. Department of Labor rule is designed to oblige financial advisors...Read More
Q&A: 403(b) Plans and Puerto Rico
Q. Our current pre-approved 403(b) plan does not exclude residents of Puerto Rico, but our PPA defined contribution plan does. Does the Puerto Rican tax code provide for 403(b) plans?...Read More