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Being a fiduciary can be a deciding factor in the minds of many people who will be looking for the financial advisor since it would a sigh of relief to know that the person who...

401k FiduciaryOptimizer

Selection of 401k Advisors through quantitative and qualitative measures

Daniel Satchkov

16 Aug 2018

Fred Barstein in his short Fred TALK video explains the best strategies for picking a good financial advisor for your 401(k) or 403(b) plan. He says that both quantitative and qualitative measures should be considered....

Technical Advice

5 Things You Can Do Right Now to Be a Better Financial Advisor

Daniel Satchkov

15 Aug 2018

How can one excel above the competition as an advisor? Here are five things you can start doing right now to become a better financial advisor and in turn grow your business: 1. Avoid Conflicts-of-Interest...

Risk Management Using Larkspur-RiXtrema Tools

The Proof Is In The Pudding: How portfolio crash testing worked for me.

Daniel Satchkov

14 Aug 2018

In the last post I discussed my history using Portfolio Crash Testing’s (PCT) big brother, Riskostat. Riskostat shares the same DNA with PCT, but Riskostat contains more features like risk factor decompositions, marginal contributions to risk,...

15 Weekly Stats

15 Weekly Stats: Week of August 13, 2018

Daniel Satchkov

14 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...

Blog Full With Both Sidebar

Article Review: Rules Every Professional Fiduciary Must Follow

Selection of 401k Advisors through quantitative and qualitative measures

5 Things You Can Do Right Now to Be a Better Financial Advisor

The Proof Is In The Pudding: How portfolio crash testing worked for me.

15 Weekly Stats: Week of August 13, 2018

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