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If you’re managing one or even several 401(k) retirement plans, it’s important to know what services plan sponsors really want and expect you to provide. Providing desired services obviously helps to strengthen client relationships and...

5 Articles for Your Weekend Reading List: July 27, 2018

Daniel Satchkov

27 Jul 2018

Here are five suggested articles to read this weekend: 1. Thoughts on Income and Wealth – An interview featuring Dana Larsen of Senior Finance Advisor, a website dedicated to helping individuals plan for their wealth management goals and...

Marketing Advice

Social Media Use Driving Business for Financial Advisors

Daniel Satchkov

27 Jul 2018

A recent article in Business Wire, indicates that social media is a driving factor behind personal success for financial advisors. In fact the small percent of advisors that still do not utilize social media resources...

Featured Podcast: Larkspur-RiXtrema CEO discusses advisor tools that enable them as fiduciaries

Daniel Satchkov

26 Jul 2018

Larkspur-RiXtrema CEO Yon Perullo discusses U.S. advisor tools that enable them as fiduciaries and those that help their businesses. Listen to the full podcast featured on The Fintech Impact Podcast channel here: Rixtrema

Using Larkspur-RiXtrema Tools

Must-Know Features of the 401kFiduciaryOptimizer Performance Report

Daniel Satchkov

25 Jul 2018

Here are the most distinctive features of the 401kFiduciaryOptimizer Performance Report: 1. You can actually track the performance history for the funds of the original 401(k) plan line-up, and compare it with the track record...

DOL’s Fiduciary Rule Plan Fiduciary

Senators reach out to FINRA to better understand SEC’s Proposal

Daniel Satchkov

24 Jul 2018

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...

Blog Full With Both Sidebar

The One Thing You Must Do As a Retirement Plan Advisor

5 Articles for Your Weekend Reading List: July 27, 2018

Social Media Use Driving Business for Financial Advisors

Featured Podcast: Larkspur-RiXtrema CEO discusses advisor tools that enable them as fiduciaries

Must-Know Features of the 401kFiduciaryOptimizer Performance Report

Senators reach out to FINRA to better understand SEC’s Proposal

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