Case Study: Shining a Light on Revenue Sharing
The Ask It’s practically the norm for the fees on many 401(k) plans to be anything but straightforward. Indirect compensation...Read More
Friday, December 19, 2025
Blog 4 Columns
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Pros and Cons of State Fiduciary Rule Initiatives
In 2019 with the DOL’s fiduciary rule in the ground, individual states are starting to pick up the mantle. Is...Read More
15 Weekly Stats for Financial Advisors: Week of March 25, 2019
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...Read More
State and Local Government Employees Approve of Auto-Enrollment
“Auto-enrollment revolution” in retirement plans is considered one of the most important innovations in investing and savings. It’s already recognized...Read More
New Technology is Bound to Change the Landscape of the Retirement System
I agree with Ted Godbout in his argument that new technology is bound to change the landscape of the retirement...Read More
Mad Cats, Free Dollars & Monetary Policy Fat Cats
“To begin with,” said the Cat, “a dog’s not mad. You grant that?” “I suppose so,” said Alice “Well, then,”...Read More
Case Study: Compare an Annuity to an Alternative Investment Portfolio
The Ask: One of our adviser clients asked if he can compare an annuity to an alternative investment portfolio? An...Read More
15 Weekly Stats for Financial Advisors: Week of March 18, 2019
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...Read More