3 Updates on Current Fiduciary Lawsuits
We often talk about living in a “fiduciary era”, and new lawsuits are still a big part of it. Plan sponsors are facing lawsuits for excessive fees, poor performing funds, and a lack of looking...Read More
Friday, March 20, 2026
Blog Full With Both Sidebar
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Active vs ETFs: Do active funds give you what you pay for?
Most fund managers justify the higher fees associated with the fund by explaining that their skill will allow them to deliver better results than the index. We have taken a unique perspective to examine this...Read More
Case Study: Identifying Fiduciary Risks with the Right Tools
Our client is able to review and analyze virtually every defined contribution plan in the country using the Larkspur Executive. They specialize in acting as a fiduciary to the plan and helping plan sponsors to avoid fiduciary liability themselves. When hunting for new prospects they need a variety of specialized indicators can tell them if a plan may be at fiduciary risk so they can market their services to these prospects.
15 Weekly Stats for Financial Advisors: Week of February 25, 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...Read More
A Look Behind Berkshire’s stunning $25.4B loss or How Warren learned to love the MOMO
Latest quarterly report from Berkshire Hathaway contains a wealth of interesting data. The holding company incurred $25.4B of investment losses. Let’s break down the sources first, then see what it tells us about Warren Buffett’s...Read More
Asking the Right Questions When it Comes to Retirement Plan Cybersecurity
Today, Cybersecurity is one of the key interests and a highly debated topics in congress, specifically in regards to retirement plans, providers and plan sponsors (and participants). Congressional representatives have come up with 10 important...Read More