Excessive Fees Lawsuits Never Go Away
Not only professionals who work in the financial industry constantly hear about various lawsuits where participant-plaintiffs are suing plan administrators for...Read More
Thursday, March 19, 2026
Blog 4 Columns
Caption placed here
14 Reasons Why Financial Advisors Should Use Portfolio Crash Testing
Portfolio Crash Testing (PCT) is different from all other stress testing systems (including those available to institutions) for numerous reasons....Read More
15 Weekly Stats: Week of July 30, 2018
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...Read More
Plan Advisors increasingly pulled into 401(k) plan litigation
Source Advisors are increasingly being pulled into 401(k) plan litigation under novel theories of liability and need to pay extra...Read More
The One Thing You Must Do As a Retirement Plan Advisor
If you’re managing one or even several 401(k) retirement plans, it’s important to know what services plan sponsors really want...Read More
5 Articles for Your Weekend Reading List: July 27, 2018
Here are five suggested articles to read this weekend: 1. Thoughts on Income and Wealth – An interview featuring Dana Larsen of Senior...Read More
Social Media Use Driving Business for Financial Advisors
A recent article in Business Wire, indicates that social media is a driving factor behind personal success for financial advisors....Read More
Featured Podcast: Larkspur-RiXtrema CEO discusses advisor tools that enable them as fiduciaries
Larkspur-RiXtrema CEO Yon Perullo discusses U.S. advisor tools that enable them as fiduciaries and those that help their businesses. Listen to...Read More