Blog 3 Columns - Masonry

Here are five suggested articles to read this weekend: 1. More Young Participants Committing 401k Faux Pas – Early withdrawals from 401ks and other retirement accounts are on the rise among younger...

What SEC Best Interest Proposals Mean for Investment Advisors

Daniel Satchkov

24 Aug 2018

In April, the Securities and Exchange Commission issued three proposals concerning the standards of care for investment advisors and broker-dealers. RIAs should review and understand these proposals because they may,...

Video: Learn About Portfolio Crash Testing in 4 Minutes

Daniel Satchkov

23 Aug 2018

Stress test your clients’ portfolios. Learn how to educate clients about risk/return tradeoffs. Gain new clients by showing prospects the risks that they face and the return potential in one...

Risk Modeling in the Past and Future with Portfolio Crash Testing

Yon Perullo

22 Aug 2018

The previous blog posts (From Client to CEO: Does Portfolio Crash Testing Really Work? & The Proof Is In The Pudding: How Portfolio Crash Testing Worked for Me.) in this...

Your 1 minute case study on 401K Retirement Plans: A Rollover to an IRA Account

Daniel Satchkov

20 Aug 2018

Regardless if your clients are plan sponsors or individuals who invest in their retirement accounts, as the advisor you can be a great fiduciary by helping them to achieve their...

Staying Committed to the DOL Fiduciary Rule

Daniel Satchkov

20 Aug 2018

The fiduciary rule we all hear about reminds me of a roller coaster ride: first it seemed imminent after the regulation was initially created under the Obama administration, then President...

15 Weekly Stats: Week of August 20, 2018

Daniel Satchkov

20 Aug 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...

Why 401k Advisors need to embrace digital communication to appeal to clients

Daniel Satchkov

17 Aug 2018

A recent article in the 401kspecialistmag focused on the importance of modern day methods of communication which need to be integrated into every financial advisor’s strategy. The article goes on...

5 Articles for your weekend reading list: August 18-19, 2018

Daniel Satchkov

16 Aug 2018

Here are five suggested articles to read this weekend: 1. 401k Advisors Who Ignore Financial Wellness Risk Losing Business – 401k plan participants want help getting their finances in order, and...

Article Review: Rules Every Professional Fiduciary Must Follow

Daniel Satchkov

16 Aug 2018

Being a fiduciary can be a deciding factor in the minds of many people who will be looking for the financial advisor since it would a sigh of relief to...

Selection of 401k Advisors through quantitative and qualitative measures

Daniel Satchkov

16 Aug 2018

Fred Barstein in his short Fred TALK video explains the best strategies for picking a good financial advisor for your 401(k) or 403(b) plan. He says that both quantitative and...

Blog 3 Columns – Masonry

5 Articles for your weekend reading list: August 25-26, 2018

What SEC Best Interest Proposals Mean for Investment Advisors

Video: Learn About Portfolio Crash Testing in 4 Minutes

Risk Modeling in the Past and Future with Portfolio Crash Testing

Your 1 minute case study on 401K Retirement Plans: A Rollover to an IRA Account

Staying Committed to the DOL Fiduciary Rule

15 Weekly Stats: Week of August 20, 2018

Why 401k Advisors need to embrace digital communication to appeal to clients

5 Articles for your weekend reading list: August 18-19, 2018

Article Review: Rules Every Professional Fiduciary Must Follow

Selection of 401k Advisors through quantitative and qualitative measures