Blog 3 Columns - Masonry

Here are five suggested articles to read this weekend: 1. Cryptocurrency Comes to Retirement Accounts – While debate continues to rage over the efficacy of investing Bitcoin and other so-called...

Fiduciary advisers should be weighing the risks and upsides of securities lending

Daniel Satchkov

03 Aug 2018

Fidelity Investments is making 401(k) advisers’ lives a little more complicated. The Boston-based behemoth dropped some eye-popping news Wednesday: as of Friday, it will begin offering two index mutual funds with a price...

Advice for plan sponsors on becoming better fiduciaries

Daniel Satchkov

03 Aug 2018

Investment Fiduciaries typically have a close, ongoing relationship with their 401(k) plan. They consult plan participants and employers how to make better investments out of their retirement plan contributions and...

How millennials are under-investing in their retirement accounts

Daniel Satchkov

02 Aug 2018

Lots of outlets have been reporting on how Millennials are under-investing in their retirement accounts and instead sticking with cash or just a regular bank savings account with little to...

Excessive Fees Lawsuits Never Go Away

Daniel Satchkov

01 Aug 2018

Not only professionals who work in the financial industry constantly hear about various lawsuits where participant-plaintiffs are suing plan administrators for breaching their fiduciary duty in the administration of the plan,...

14 Reasons Why Financial Advisors Should Use Portfolio Crash Testing

Daniel Satchkov

31 Jul 2018

Portfolio Crash Testing (PCT) is different from all other stress testing systems (including those available to institutions) for numerous reasons. Our experts at Larkspur-Rixtrema, have put together a detailed list...

15 Weekly Stats: Week of July 30, 2018

Daniel Satchkov

30 Jul 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...

Plan Advisors increasingly pulled into 401(k) plan litigation

Daniel Satchkov

30 Jul 2018

Source Advisors are increasingly being pulled into 401(k) plan litigation under novel theories of liability and need to pay extra attention in documenting their actions, a prominent ERISA attorney told...

The One Thing You Must Do As a Retirement Plan Advisor

Daniel Satchkov

30 Jul 2018

If you’re managing one or even several 401(k) retirement plans, it’s important to know what services plan sponsors really want and expect you to provide. Providing desired services obviously helps...

5 Articles for Your Weekend Reading List: July 27, 2018

Daniel Satchkov

27 Jul 2018

Here are five suggested articles to read this weekend: 1. Thoughts on Income and Wealth – An interview featuring Dana Larsen of Senior Finance Advisor, a website dedicated to helping individuals plan for...

Social Media Use Driving Business for Financial Advisors

Daniel Satchkov

27 Jul 2018

A recent article in Business Wire, indicates that social media is a driving factor behind personal success for financial advisors. In fact the small percent of advisors that still do...

Blog 3 Columns – Masonry

5 Articles for your weekend reading list: August 3, 2018

Fiduciary advisers should be weighing the risks and upsides of securities lending

How millennials are under-investing in their retirement accounts

Top 5 Larkspur-Rixtrema Blog Posts for July 2018

Excessive Fees Lawsuits Never Go Away

14 Reasons Why Financial Advisors Should Use Portfolio Crash Testing

15 Weekly Stats: Week of July 30, 2018

Plan Advisors increasingly pulled into 401(k) plan litigation

The One Thing You Must Do As a Retirement Plan Advisor

5 Articles for Your Weekend Reading List: July 27, 2018

Social Media Use Driving Business for Financial Advisors