Blog Full With Both Sidebar

1. Have the desire to work with the young generation. Aspiring to connect with new potential clients is the first and most important step. Understanding their financial challenges such as student loan debt can be...

Risk Management Risk Tolerance

Stress Testing As a Distinction Between Clairvoyants and Risk Managers

Daniel Satchkov

11 Jun 2018

Stress Testing As a Distinction Between Clairvoyants and Risk Managers Bill Graham, the father of value investing and the co-author of the infamous book Security Analysis, said: “The essence of investment is management of risk,...

Risk Management Technical Advice

3 Advantages of Stress Testing vs. Traditional Risk Measures

Daniel Satchkov

08 Jun 2018

Portfolio Stress Testing is a useful method for determining how a portfolio will fare during periods of financial crises. The financial crises scenarios are modeled and may include historical events (e.g. 2008-like scenario) and events that we have not observed yet.

How to Prospecting Using Larkspur-RiXtrema Tools

How 401k Advisors can Prospect for Potential Business in Less Time with Plan Screener

Daniel Satchkov

07 Jun 2018

401kFiduciaryOptimizer is equipped with the Plan Screener, which is a powerful search engine that allows users to screen for any plans filed by the DOL through Forms 5500 that contain Schedules of Assets. The Plan...

Risk Management Risk Tolerance

The One Reason Stress Testing is Vital to Financial Advisors

Daniel Satchkov

06 Jun 2018

Stress testing is widely used by institutional investors. However, with recent advances in computing power this tool has become accessible to advisors as well. Stress testing allows the user to specify different scenarios and to...

Technical Advice

Clear steps advisors can take to turn challenges into opportunities

Daniel Satchkov

06 Jun 2018

Source: wealthmanagement.com Every advisory business experiences growing pains. But with margins tightening and competition for top talent at a premium, many advisors are enduring the squeeze and delaying critical choices about how to push their business...

Blog Full With Both Sidebar

4 Smart Strategies for 401K advisors to Attract Millennials as Clients.

Stress Testing As a Distinction Between Clairvoyants and Risk Managers

3 Advantages of Stress Testing vs. Traditional Risk Measures

How 401k Advisors can Prospect for Potential Business in Less Time with Plan Screener

The One Reason Stress Testing is Vital to Financial Advisors

Clear steps advisors can take to turn challenges into opportunities

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