How to Start (or start over) with Social Media Marketing as a Financial Advisor
Financial advisory clients are increasingly turning to social media to streamline, and even help manage, their investment portfolios. This leaves many advisors out in the cold if they have not...Read More
Top 5 Larkspur-Rixtrema Blog Posts for May 2018
5. How Much Do You Really Know About Avoiding Fiduciary Liability? If you are a plan fiduciary, then under the Employee Retirement Income Security Act of 1974 (ERISA), fiduciaries can...Read More
Steps a Financial Advisor can take to become a thought leader in the digital era.
Source: TheDigitalFA Quite a bit of jargon exists in the financial services industry, and the term thought leadership now falls squarely into that category as well. But thought leadership is more...Read More
5 Signs indicating that you might have fiduciary liability.
In order to avoid fiduciary liability, you, as a fiduciary, should pay attention to the expenses of the 401k plan you provide, and its performance, therefore: If the funds provided...Read More
Why 401k Participant Education is Vital for Plan Sponsors
A Plan Sponsor has many responsibilities. A good advisor can assist by helping the plan to reduce fees and meet fiduciary obligations. Ultimately the goal of the plan and the Plan Sponsor is to help set their employees up for a well-funded retirement
403(b) Plan Fiduciaries Take The Baton from 401K Litigation
The Story that Never Gets Old 401(k) litigation has been on going for nearly ten years and now lawyers began to vigorously extend it over to 403(b) plans. Top national educational...Read More