Blog 3 Columns - Masonry

Source WASHINGTON, DC – Today the U.S. Department of Labor announced the appointments of five new members as well as chair and vice chair to the 2018 Advisory Council on Employee...

15 Traits No Financial Advisor Should be Without

Daniel Satchkov

26 Jun 2018

1. Be sure to have a good reputation. Getting a strong referral from a past client can be a sign that people feel comfortable enough to recommend your services to...

5 Quick facts on why AnnuityOptimizer will make you a trusted advisor

Daniel Satchkov

22 Jun 2018

Here are the 5 Quick facts on why AnnuityOptimizer will make you a trusted advisor: AnnuityOptimizer Demonstrates fees and projected cash flows for variable, fixed, fixed indexed annuities Compares any type...

The Dos and Don’ts of Email Marketing for Financial Advisors

Daniel Satchkov

22 Jun 2018

Imagine the excitement of starting up your computer and finding 50 emails requesting product information in your inbox! Email marketing can be incredibly lucrative if approached properly. But there are...

A New Way to Provide Massive Aggregate Plan Savings

Daniel Satchkov

13 Jun 2018

Using 401k Similarity Based Quantitative Algorithm to Provide Massive Aggregate Plan Savings in Low Fee Alternatives Report The first optimization report that you will face using 401k FiduciaryOptimizer is called Low...

What are the latest views, opinions and outlooks on the end of the DOL Fiduciary Rule?

Daniel Satchkov

12 Jun 2018

With the June 13 deadline looming for the DOL to appeal to the Supreme Court and seek permission to argue its case fast approaching; various viewpoints have been mentioned in...

Watch Video to Learn How Portfolio Stress Testing Works

Daniel Satchkov

12 Jun 2018

Stress testing is front page news. The Fed stress tests banks, large institutions stress test their portfolios and now financial advisors are using stress testing for their clients.

4 Smart Strategies for 401K advisors to Attract Millennials as Clients.

Daniel Satchkov

11 Jun 2018

1. Have the desire to work with the young generation. Aspiring to connect with new potential clients is the first and most important step. Understanding their financial challenges such as...

Stress Testing As a Distinction Between Clairvoyants and Risk Managers

Daniel Satchkov

11 Jun 2018

Stress Testing As a Distinction Between Clairvoyants and Risk Managers Bill Graham, the father of value investing and the co-author of the infamous book Security Analysis, said: “The essence of...

3 Advantages of Stress Testing vs. Traditional Risk Measures

Daniel Satchkov

08 Jun 2018

Portfolio Stress Testing is a useful method for determining how a portfolio will fare during periods of financial crises. The financial crises scenarios are modeled and may include historical events (e.g. 2008-like scenario) and events that we have not observed yet.

Blog 3 Columns – Masonry

Five New Members Announced to the 2018 ERISA Advisory Council

15 Traits No Financial Advisor Should be Without

5 Quick facts on why AnnuityOptimizer will make you a trusted advisor

The Dos and Don’ts of Email Marketing for Financial Advisors

A New Way to Provide Massive Aggregate Plan Savings

What are the latest views, opinions and outlooks on the end of the DOL Fiduciary Rule?

Watch Video to Learn How Portfolio Stress Testing Works

4 Smart Strategies for 401K advisors to Attract Millennials as Clients.

Stress Testing As a Distinction Between Clairvoyants and Risk Managers

3 Advantages of Stress Testing vs. Traditional Risk Measures