Blog 3 Columns - Masonry

Plan Monitor, which is part of the 401k Fiduciary Optimizer, would provide the advisor with the dashboard to keep track of the health of their existing clients’ retirement plans by...

15 Weekly Stats: Week of October 15, 2018

Daniel Satchkov

16 Oct 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...

5 Articles for your weekend reading list: October 13-14, 2018

Daniel Satchkov

12 Oct 2018

Here are five suggested articles to read this weekend: 1. Multiple Employer Plan Pros and Cons: The Talk of the Town – Multiple employer plan pros and cons are the talks of...

ERISA fiduciary insurance and the importance of protecting fiduciaries from liability

Daniel Satchkov

12 Oct 2018

ERISA (Employee Retirement Income Security Act of 1974) was designed as a set of federal laws to protect employees of private employers who provide pension, retirement, or profit-sharing plans or...

8 Tips for Financial Advisors to Enhance their Website & Convert Visitors into Clients

Daniel Satchkov

11 Oct 2018

In the digital age personal and business websites have become as common as having printed business cards. This further poses a need for financial advisors to have a well designed...

How Can Open MEPs Help Plan Advisors to Grow Their Business?

Daniel Satchkov

10 Oct 2018

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...

How to facilitate a conversation about risk & obtain better portfolio outcomes for your clients

Daniel Satchkov

09 Oct 2018

At Larkspur-RiXtrema, we create great tools for advisors. Our tools combine quantitative rigor with user friendly interfaces and often, a measure of prospecting to help an advisor grow their business....

10 Hidden Features of Larkspur-Rixtrema You Need to Know About

Daniel Satchkov

08 Oct 2018

Ten hidden features from various Larkspur-Rixtrema tools for financial advisors

15 Weekly Stats: Week of October 8, 2018

Daniel Satchkov

08 Oct 2018

5 Articles for your weekend reading list: October 6-7, 2018

Daniel Satchkov

05 Oct 2018

Here are five suggested articles to read this weekend: 1. Will Small Employers Adopt 401k Multiple Employer Plans? – President Trump’s “Executive Order (EO) on Strengthening Retirement Security in America” could...

Why It’s Time to Prioritize Your Marketing Budget as Financial Advisor

Daniel Satchkov

04 Oct 2018

It is common knowledge that to make money one needs to spend money. It is equally important to properly allocate budget funds and maximize the ROI as a financial advisor....

How to Create Tremendous Savings For Plan Participants Without Reducing Your Fees

Daniel Satchkov

03 Oct 2018

ERISA based litigation is exploding. Targets of litigation include both large and medium sized plans. Legal challenges against Anthem, Boeing, Lockheed Martin, International Paper, MassMutual & Ameriprise are only some...

Blog 3 Columns – Masonry

How can Larkspur-Rixtrema’s Plan Monitor help plan advisors become better fiduciaries?

15 Weekly Stats: Week of October 15, 2018

5 Articles for your weekend reading list: October 13-14, 2018

ERISA fiduciary insurance and the importance of protecting fiduciaries from liability

8 Tips for Financial Advisors to Enhance their Website & Convert Visitors into Clients

How Can Open MEPs Help Plan Advisors to Grow Their Business?

How to facilitate a conversation about risk & obtain better portfolio outcomes for your clients

10 Hidden Features of Larkspur-Rixtrema You Need to Know About

15 Weekly Stats: Week of October 8, 2018

5 Articles for your weekend reading list: October 6-7, 2018

Why It’s Time to Prioritize Your Marketing Budget as Financial Advisor

How to Create Tremendous Savings For Plan Participants Without Reducing Your Fees