Blog 3 Columns

Donald Trump yesterday suddenly threatened to increase tariffs on many Chinese goods from 10% to 25% effective this Friday. He also threatened to institute many new tariffs. According to his...

Fintech for Retirement Plan Advisors: Larkspur-RiXtrema in the age of “Big Data” & AI

Alexandr Starodubtsev

02 May 2019

Currently, we live in the age of “Big Data”. “Big Data” is a field that assists with data analysis, data extraction, information processing using huge data sets that are...

Why Plan Sponsors Should Pay More Attention to Their Retirement Plan Design

Gennady Prokofyev

01 May 2019

The key point in your benefit plan’s success is in its design. And if your company hasn’t thought much about it, it might be the time for you to consider a...

Reviewing Top Robo-Advisors and General Tips to Choose the Right One for You

Gennady Prokofyev

01 May 2019

Robo-advisors are financial tools providing assistance or investment management online with moderate or no human intervention. There are around 100 robo-advisors on the market nowadays, and most of them are...

15 Weekly Stats for Financial Advisors: Week of April 29, 2019

Daniel Satchkov

30 Apr 2019

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...

To ESG or Not to ESG?

Yon Perullo

30 Apr 2019

Environmental and socially responsible investing (also known as ESG, where the ‘G’ stands for governance) has been a hot topic in recent years. Since Earth Day was just a...

How advisors can avoid excessive fees lawsuits and become better fiduciaries at the same time

Daniel Satchkov

25 Apr 2019

As we can see from the news excessive fee lawsuits are not going away. It makes a lot of sense that it continues to happen because people smell money. The...

The SEC Enforces Share Class Disclosure

Gennady Prokofyev

24 Apr 2019

According to Drinker Biddle & Reath’s lawyers, the SEC’s Enforcement Division has started investigations against companies that didn’t self-report in the Share Class Selection Disclosure Initiative. There is a huge...

A Blockchain is Not a Blockchain: The Tremendous Difference Between Decentralized and Decentralized Blockchains

Daniel Satchkov

23 Apr 2019

When it comes to social impact of cryptocurrencies and blockchain, there are two schools of thought. One says that a blockchain is a great tool of decentralization and disruption in...