Fintech for Retirement Plan Advisors: Larkspur-RiXtrema in the age of “Big Data” & AI
Currently, we live in the age of “Big Data”. “Big Data” is a field that assists with data analysis,...Read More
Friday, December 19, 2025
Blog 4 Columns
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Why Plan Sponsors Should Pay More Attention to Their Retirement Plan Design
The key point in your benefit plan’s success is in its design. And if your company hasn’t thought much about it,...Read More
Reviewing Top Robo-Advisors and General Tips to Choose the Right One for You
Robo-advisors are financial tools providing assistance or investment management online with moderate or no human intervention. There are around 100...Read More
15 Weekly Stats for Financial Advisors: Week of April 29, 2019
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...Read More
To ESG or Not to ESG?
Environmental and socially responsible investing (also known as ESG, where the ‘G’ stands for governance) has been a hot...Read More
How advisors can avoid excessive fees lawsuits and become better fiduciaries at the same time
As we can see from the news excessive fee lawsuits are not going away. It makes a lot of sense...Read More
The SEC Enforces Share Class Disclosure
According to Drinker Biddle & Reath’s lawyers, the SEC’s Enforcement Division has started investigations against companies that didn’t self-report in...Read More
A Blockchain is Not a Blockchain: The Tremendous Difference Between Decentralized and Decentralized Blockchains
When it comes to social impact of cryptocurrencies and blockchain, there are two schools of thought. One says that a...Read More