15 Weekly Stats for Financial Advisors: Week of March 4, 2019
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...Read More
Friday, December 19, 2025
Blog 4 Columns
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Up Next: NJ Secure Choice Savings Program
New Jersey is the latest state, along with Maryland, Connecticut, New York, Washington state, Vermont, Massachusetts, Oregon, California, and Illinois,...Read More
Case Study: Setting up Account Settings for More Accurate Proposal in 401kFiduciaryOptimizer
The Ask: In order to create a nice proposal for a prospect, you need to make sure it includes all...Read More
Case Study: How to Identify High Net Worth Leads in Your Area
Our client has a broad list of potential prospects available to search from through our Prospects of Wealth 2.0 database, but they want to be able to narrow down this massive list into a more refined list. For example, they specifically may want to offer their services to prospects with a large amount of savings that are approaching retirement soon.
Fidelity is facing more litigation from plan participants
While we’ve been talking about new lawsuits coming out every day, just yesterday InvestmentNews.com reported that Fidelity is facing more...Read More
3 Updates on Current Fiduciary Lawsuits
We often talk about living in a “fiduciary era”, and new lawsuits are still a big part of it. Plan...Read More
Active vs ETFs: Do active funds give you what you pay for?
Most fund managers justify the higher fees associated with the fund by explaining that their skill will allow them to...Read More
Case Study: Identifying Fiduciary Risks with the Right Tools
Our client is able to review and analyze virtually every defined contribution plan in the country using the Larkspur Executive. They specialize in acting as a fiduciary to the plan and helping plan sponsors to avoid fiduciary liability themselves. When hunting for new prospects they need a variety of specialized indicators can tell them if a plan may be at fiduciary risk so they can market their services to these prospects.