Blog 4 Columns

In a recent article by PlanSponsor.com, they referenced a survey by Legg Mason that reports that many 401k participants are...

More and more financial advisors are turning to social media marketing every day. More than 81% of financial advisors use social...

Competition is getting ever tighter for financial advisors in the retirement plan space. With so much at stake, you cannot...

The big news in the US this November, which was accurately predicted by virtually every reputable pollster and pundit who...

One of the most obvious ways to look at the risk of portfolio is by checking its standard deviation. Standard...

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

In a recent WealthManagement.com article, Matthew Regan wrote about some of the key questions that clients really wish their financial...

401kFiduciaryOptimizer moves the needle for advisors plan practice! Their success in getting appointments with CFOs stems from this simple fact....