Post DOL Fiduciary Rule Regulatory Challenges
The DOL Fiduciary Rule is dead. All we know is that something will replace it, someday. Maybe. As this article from InvestmentNews points out, that leaves advisors in a state...Read More
Wednesday, December 17, 2025
Blog 3 Columns – Masonry
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How Continuous is Continuous? Reasons Quarterly Review is Not Enough After Tibble vs Edison
As a fiduciary to an ERISA plan a few years ago you could have been forgiven to think that you are not responsible for decisions that were made long before...Read More
15 Useful Weekly Stats for Financial Advisors: Week of December 3, 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
On Risk Tolerance and Broken Noses
From risk systems for advisors to algorithms used by robo-advisors, quant risk management has gone mainstream. These systems have gone from being housed on supercomputers at large institutions to cloud-based...Read More
4 Simple Tips for Advisors on How to Make Portfolio Diversification Easier
Know your client: Ask about risk aversion and financial goals. The portfolio diversification should be based on the risk aversion and financial goals of a client. Know your funds: select the...Read More
5 Articles for the Financial Advisor Weekend Reading List: December 1-2, 2018
Here are five suggested articles for financial advisors to read this weekend: 1. Analyzing Yield Curves to Position Your Clients’ Portfolios – The recent equity selloff has dropped S&P 500 10.2%...Read More
Making Sure Your 401K Clients Get the Retirement Paycheck They Want
In a recent article from Kitces.com, the main topic of discussion are the different ways that investors and advisors have been ensuring a retirement paycheck throughout the years. In the...Read More
Featured Advisor Interview: How to Relate to Clients & Work with Plan Sponsors
Nick Fuller is the owner of Fuller Wealth Management based out of Tempe, AZ. Read the full interview to learn more about the importance of talking risk with clients, working...Read More
Analyzing Yield Curves to Position Your Clients’ Portfolios
The recent equity selloff has dropped S&P 500 10.2% from the September peak to its November 23 trough and removed about $2.5 Tn in market cap from the index. Similarly,...Read More
15 Useful Weekly Stats for Financial Advisors: Week of November 26, 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
Post DOL Fiduciary Rule Effect on Investors
The story of the Department of Labor fiduciary rule has been nothing else but a roller coaster ride. The ride which began in 2015 and initiated by President Obama’s administration,...Read More
10 Articles for the Financial Advisor Thanksgiving Weekend Reading List
Here are ten suggested articles for financial advisors to read this Thanksgiving weekend: 1. End-Of-Year Medicare Planning Opportunities During The Open Enrollment Period – The final weeks of the year are some...Read More