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I recently published an article discussing an op-ed written by Chuck Schumer and Bernie Sanders where one of the ideas they put forth was to create a (undefined) mechanism to discourage corporate buybacks. Recently...

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15 Weekly Stats for Financial Advisors: Week of March 4, 2019

Daniel Satchkov

04 Mar 2019

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...

Article Review

Up Next: NJ Secure Choice Savings Program

Daniel Satchkov

04 Mar 2019

New Jersey is the latest state, along with Maryland, Connecticut, New York, Washington state, Vermont, Massachusetts, Oregon, California, and Illinois, to establish a state-run retirement savings plan for private-sector employees whose employers do not offer...

401k FiduciaryOptimizer Case Studies - 401kFO

Case Study: Setting up Account Settings for More Accurate Proposal in 401kFiduciaryOptimizer

Gennady Prokofyev

28 Feb 2019

The Ask: In order to create a nice proposal for a prospect, you need to make sure it includes all the best investment options. On the one hand, they should be good in terms of...

Case Study Prospecting Using Larkspur-RiXtrema Tools

Case Study: How to Identify High Net Worth Leads in Your Area

Daniel Satchkov

27 Feb 2019

Our client has a broad list of potential prospects available to search from through our Prospects of Wealth 2.0 database, but they want to be able to narrow down this massive list into a more refined list. For example, they specifically may want to offer their services to prospects with a large amount of savings that are approaching retirement soon.

Fidelity is facing more litigation from plan participants

Daniel Satchkov

27 Feb 2019

While we’ve been talking about new lawsuits coming out every day, just yesterday InvestmentNews.com reported that Fidelity is facing more litigation from plan participants, this time for the T-Mobile 401(k) plan. The plaintiff is alleging...

Blog Full With Both Sidebar

Capital Expenditures vs Share Buybacks: How Do Investors Want Companies to Spend?

15 Weekly Stats for Financial Advisors: Week of March 4, 2019

Up Next: NJ Secure Choice Savings Program

Case Study: Setting up Account Settings for More Accurate Proposal in 401kFiduciaryOptimizer

Case Study: How to Identify High Net Worth Leads in Your Area

Fidelity is facing more litigation from plan participants

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