Blog 3 Columns

Here are five suggested articles for financial advisors to read this weekend: 1. Building The Five Pillars Of SEC Cybersecurity Requirements As A (Registered) Investment Adviser – Over the past few years,...

Recent Study Shows 401k Participants Aren’t Sure of Their Own Portfolio Allocations

Daniel Satchkov

16 Nov 2018

In a recent article by PlanSponsor.com, they referenced a survey by Legg Mason that reports that many 401k participants are in the dark of their own portfolio allocations. According to...

10 Social Media Marketing Mistakes Financial Advisors Make and How to Avoid Them

Daniel Satchkov

15 Nov 2018

More and more financial advisors are turning to social media marketing every day. More than 81% of financial advisors use social media for business purposes. 79% have acquired new clients directly...

Larkspur Executive Infographic

Daniel Satchkov

14 Nov 2018

Competition is getting ever tighter for financial advisors in the retirement plan space. With so much at stake, you cannot afford to use the same data and tools as everyone...

How will the 2018 Midterm Elections Affect You as a Financial Advisor?

Daniel Satchkov

13 Nov 2018

The big news in the US this November, which was accurately predicted by virtually every reputable pollster and pundit who prognosticates about US elections, is that the 116th congress will...

Ways to help 401k participants understand the risk of their portfolios

Daniel Satchkov

12 Nov 2018

One of the most obvious ways to look at the risk of portfolio is by checking its standard deviation. Standard deviation is a statistical measurement that sheds light on historical...

5 Articles for the financial advisor weekend reading list: November 10-11, 2018

Daniel Satchkov

09 Nov 2018

Here are five suggested articles for financial advisors to read this weekend: 1. Benchmarking Target Date Funds Requires a Solid Baseline – Benchmarking Target Date Funds requires a solid baseline, an accurate...

What do clients really wish their financial advisors would ask them?

Daniel Satchkov

08 Nov 2018

In a recent WealthManagement.com article, Matthew Regan wrote about some of the key questions that clients really wish their financial advisors would ask. Of course, most advisors are all asking...

401kFiduciaryOptimizer Infographic

Daniel Satchkov

07 Nov 2018

401kFiduciaryOptimizer moves the needle for advisors plan practice! Their success in getting appointments with CFOs stems from this simple fact. 401kFO uses sophisticated quant algorithms to optimizer three things that...