Blog Full With Both Sidebar

The previous blog posts (From Client to CEO: Does Portfolio Crash Testing Really Work? & The Proof Is In The Pudding: How Portfolio Crash Testing Worked for Me.) in this series delved into the DNA...

Case Study

Your 1 minute case study on 401K Retirement Plans: A Rollover to an IRA Account

Daniel Satchkov

20 Aug 2018

Regardless if your clients are plan sponsors or individuals who invest in their retirement accounts, as the advisor you can be a great fiduciary by helping them to achieve their goals. You can accomplish this...

DOL’s Fiduciary Rule Plan Fiduciary

Staying Committed to the DOL Fiduciary Rule

Daniel Satchkov

20 Aug 2018

The fiduciary rule we all hear about reminds me of a roller coaster ride: first it seemed imminent after the regulation was initially created under the Obama administration, then President Trump issued a memorandum that...

15 Weekly Stats

15 Weekly Stats: Week of August 20, 2018

Daniel Satchkov

20 Aug 2018

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an operational insurance platform that...

Marketing Advice

Why 401k Advisors need to embrace digital communication to appeal to clients

Daniel Satchkov

17 Aug 2018

A recent article in the 401kspecialistmag focused on the importance of modern day methods of communication which need to be integrated into every financial advisor’s strategy. The article goes on to support the argument with...

5 Articles for your weekend reading list: August 18-19, 2018

Daniel Satchkov

16 Aug 2018

Here are five suggested articles to read this weekend: 1. 401k Advisors Who Ignore Financial Wellness Risk Losing Business – 401k plan participants want help getting their finances in order, and plan sponsors have taken notice....

Blog Full With Both Sidebar

Risk Modeling in the Past and Future with Portfolio Crash Testing

Your 1 minute case study on 401K Retirement Plans: A Rollover to an IRA Account

Staying Committed to the DOL Fiduciary Rule

15 Weekly Stats: Week of August 20, 2018

Why 401k Advisors need to embrace digital communication to appeal to clients

5 Articles for your weekend reading list: August 18-19, 2018

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