Blog 4 Columns - Masonry

President Trump with his Executive Order on Retirement plans expanded the horizons of better retirement to many people who before had no chance to retire comfortably and securely. It helps...

Overcoming Digital Marketing Barriers as a Financial Advisor

Daniel Satchkov

06 Dec 2018

According to a recent article from financial-planning.com, financial advisors are falling behind in the digital era of marketing. The key issues where advisors need to improve are original content and...

How to Find and Use the Fee Benchmark Feature of 401kFiduciaryOptimizer

Daniel Satchkov

06 Dec 2018

401kFiduciaryOptimizer has a hidden tool providing information on average advisory fee based on the plan assets and zip code of the plan the advisor is working on. It’s called Fee...

Post DOL Fiduciary Rule Regulatory Challenges

Daniel Satchkov

05 Dec 2018

The DOL Fiduciary Rule is dead. All we know is that something will replace it, someday. Maybe. As this article from InvestmentNews points out, that leaves advisors in a state...

How Continuous is Continuous? Reasons Quarterly Review is Not Enough After Tibble vs Edison

Daniel Satchkov

04 Dec 2018

As a fiduciary to an ERISA plan a few years ago you could have been forgiven to think that you are not responsible for decisions that were made long before...

15 Useful Weekly Stats for Financial Advisors: Week of December 3, 2018

Daniel Satchkov

03 Dec 2018

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...

On Risk Tolerance and Broken Noses

Daniel Satchkov

02 Dec 2018

From risk systems for advisors to algorithms used by robo-advisors, quant risk management has gone mainstream. These systems have gone from being housed on supercomputers at large institutions to cloud-based...

4 Simple Tips for Advisors on How to Make Portfolio Diversification Easier

Daniel Satchkov

01 Dec 2018

Know your client: Ask about risk aversion and financial goals. The portfolio diversification should be based on the risk aversion and financial goals of a client. Know your funds: select the...

5 Articles for the Financial Advisor Weekend Reading List: December 1-2, 2018

Daniel Satchkov

30 Nov 2018

Here are five suggested articles for financial advisors to read this weekend: 1. Analyzing Yield Curves to Position Your Clients’ Portfolios – The recent equity selloff has dropped S&P 500 10.2%...

Making Sure Your 401K Clients Get the Retirement Paycheck They Want

Daniel Satchkov

29 Nov 2018

In a recent article from Kitces.com, the main topic of discussion are the different ways that investors and advisors have been ensuring a retirement paycheck throughout the years. In the...

Featured Advisor Interview: How to Relate to Clients & Work with Plan Sponsors

Daniel Satchkov

28 Nov 2018

Nick Fuller is the owner of Fuller Wealth Management based out of Tempe, AZ. Read the full interview to learn more about the importance of talking risk with clients, working...

Analyzing Yield Curves to Position Your Clients’ Portfolios

Daniel Satchkov

27 Nov 2018

The recent equity selloff has dropped S&P 500 10.2% from the September peak to its November 23 trough and removed about $2.5 Tn in market cap from the index. Similarly,...

Blog 4 Columns – Masonry

Will Open MEPs Lead to More Opportunities for Financial Advisors?

Overcoming Digital Marketing Barriers as a Financial Advisor

How to Find and Use the Fee Benchmark Feature of 401kFiduciaryOptimizer

Post DOL Fiduciary Rule Regulatory Challenges

How Continuous is Continuous? Reasons Quarterly Review is Not Enough After Tibble vs Edison

15 Useful Weekly Stats for Financial Advisors: Week of December 3, 2018

On Risk Tolerance and Broken Noses

4 Simple Tips for Advisors on How to Make Portfolio Diversification Easier

5 Articles for the Financial Advisor Weekend Reading List: December 1-2, 2018

Making Sure Your 401K Clients Get the Retirement Paycheck They Want

Featured Advisor Interview: How to Relate to Clients & Work with Plan Sponsors

Analyzing Yield Curves to Position Your Clients’ Portfolios