Blog 3 Columns

Facebook is a company everyone loves to hate. But few people realize that Facebook’s scandals are almost completely predetermined by the nature of a platform business in a time of...

House Passes the SECURE Act

Alexandr Starodubtsev

14 Jun 2019

On May 23, 2019, the House of Representatives passed the Secure Act, a bill backed by both Republicans and Democrats that aims to improve the nation’s retirement system. If it...

Robo vs. Advisor

Alexandr Starodubtsev

11 Jun 2019

In the past few years, robo-advisory platforms gained a lot of traction in the world of financial planning. The first robo-advisory firms were launched in 2008 during the...

Case Study: Searching By Service Providers

Luke St. Angelo

05 Jun 2019

Targeting a plan’s record keeper or current advisor is one of the most commonly asked about features for our Larkspur Executive. Do we know who their current advisor is? Their plan administrator? The answer to these questions is: yes, we do know for many plans

Are investors moving away from active target date funds into their passive counterparts?

Luke St. Angelo

05 Jun 2019

InvestmentNews recently reported that actively managed target date funds are quickly losing market share to their passive counterparts. Currently active target date funds hold $570 billion while passive hold $480...

Podcast: China Trade Wars.

Daniel Satchkov

04 Jun 2019

What do they really mean for global economy and financial markets? Yon Perullo, CFA, FRM and Daniel Satchkov, CFA discuss the situation with the current trade war and how it...

How financial avisors can help clients overcome student debt

Daniel Satchkov

03 Jun 2019

Having student debt is one of the number one reasons that millennials are discouraged from saving for retirement right away, and for good reason. Student debt is a massive contributor...

Case Study: How to Access Past Year 5500 Filings in Larkspur Executive

Gennady Prokofyev

22 May 2019

The Ask: To be a good fiduciary, you need to be well aware of the plan holdings and how they changed, what factors were taken into consideration, and what can...

How Videos Can Be Your Secret Weapon As A Financial Advisor

Daniel Satchkov

14 May 2019

Videos are becoming the most impactful way to reach out to potential prospects regardless of the niche or field you’re working in. Give you an idea just how important they are in today’s digital marketing landscape lets take a look at just a few statistics and general research from 2018: