Blog 3 Columns - Masonry

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 an...

Manage Your Client’s Risk and Perception Of It (Video)

Daniel Satchkov

16 Jul 2018

We built Portfolio Crash Testing to help you get and keep clients. All advisors use PCT to visually demonstrate the risk profile, adjust loss level to the one that client...

Financial Advisor Tools: How to Prepare Your Client For a ‘Perfect Storm’

Daniel Satchkov

12 Jul 2018

Financial advisors must avoid ‘cookie cutter’ approaches and address each client’s unique situation. When it comes to risk, a financial advisor must consider not only the investment portfolio, but also...

Weekly Stats: Week of July 9, 2018

Daniel Satchkov

11 Jul 2018

Contact information for The BluePrint Insurance Services: Matt Meyer Co-Founder 424.387.4143 MMeyer@tblueprint.com Michael Robinson Co-Founder 619.404.3038 MRobinson@tblueprint.com Site: https://www.tblueprint.com

Why a Well-Constructed “Elevator Speech” Is More Important Than You Think

Daniel Satchkov

05 Jul 2018

With the start of the summer, many advisors are looking for ways to jump start their business for the second half of the year. The easiest way to end the...

How 401kFO Software Helps Improve Diversification As Required By 404(c)

Daniel Satchkov

03 Jul 2018

Recall that a good Investment Menu under 404(c) is the one that helps “minimize risk of the overall portfolio and minimize risk of large losses”. According to Modern Portfolio Theory...

Read about Prospects of Wealth 2.0 in “The Latest In Financial Advisor #FinTech for July 2018”

Daniel Satchkov

03 Jul 2018

The latest article by renowned advisor expert Michael Kitces on FinTech trends titled The Latest In Financial Advisor #FinTech for the month of July 2018, talks about the latest 2-in-1 tool...

Here’s What People Are Saying About State Fiduciary Rules

Daniel Satchkov

02 Jul 2018

It’s been a while since the battle between federal fiduciary rule advocates and the financial services industry started. The U.S. Department of Labor rule is designed to oblige financial advisors...

Q&A: 403(b) Plans and Puerto Rico

Daniel Satchkov

28 Jun 2018

Q. Our current pre-approved 403(b) plan does not exclude residents of Puerto Rico, but our PPA defined contribution plan does. Does the Puerto Rican tax code provide for 403(b) plans?...

Your 1 minute case study on 401K Retirement Plans: A huge potential to save

Daniel Satchkov

27 Jun 2018

An Exclusive Case Study from Larkspur-Rixtrema Lets examine one of the plans from the 401k FiduciaryOptimizer tool. For example, if we take a look at VEEAM SOFTWARE CORPORATION 401(K) PLAN,...

A List of Issues Found in 403b Plans

Daniel Satchkov

27 Jun 2018

SOURCE Compiled from lists published by the IRS, DOL and Auditors, here are 10 items to check and review to make sure your 403b plan is operating in line with...

Blog 3 Columns – Masonry

15 Useful Weekly Stats for Financial Advisors: Week of July 16, 2018

Manage Your Client’s Risk and Perception Of It (Video)

Financial Advisor Tools: How to Prepare Your Client For a ‘Perfect Storm’

Weekly Stats: Week of July 9, 2018

Why a Well-Constructed “Elevator Speech” Is More Important Than You Think

How 401kFO Software Helps Improve Diversification As Required By 404(c)

Read about Prospects of Wealth 2.0 in “The Latest In Financial Advisor #FinTech for July 2018”

Top 5 Larkspur-Rixtrema Blog Posts for June 2018

Here’s What People Are Saying About State Fiduciary Rules

Q&A: 403(b) Plans and Puerto Rico

A List of Issues Found in 403b Plans