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Facebook is a company everyone loves to hate. But few people realize that Facebook’s scandals are almost completely predetermined by the nature of a platform business in a time of essentially free corporate credit. Add to that lax antitrust oversight and we...

Retirement Plans

House Passes the SECURE Act

Alexandr Starodubtsev

14 Jun 2019

On May 23, 2019, the House of Representatives passed the Secure Act, a bill backed by both Republicans and Democrats that aims to improve the nation’s retirement system. If it passes the Senate, it will be sent to President Trump’s desk. People...

Risk Management

Robo vs. Advisor

Alexandr Starodubtsev

11 Jun 2019

In the past few years, robo-advisory platforms gained a lot of traction in the world of financial planning. The first robo-advisory firms were launched in 2008 during the financial crisis with new company Betterment in the vanguard of the new...

Case Studies Case Studies - Larkspur Executive

Case Study: Searching By Service Providers

Luke St. Angelo

05 Jun 2019

Targeting a plan’s record keeper or current advisor is one of the most commonly asked about features for our Larkspur Executive. Do we know who their current advisor is? Their plan administrator? The answer to these questions is: yes, we do know for many plans

Risk Management

Are investors moving away from active target date funds into their passive counterparts?

Luke St. Angelo

05 Jun 2019

InvestmentNews recently reported that actively managed target date funds are quickly losing market share to their passive counterparts. Currently active target date funds hold $570 billion while passive hold $480 billion in assets across the entire market. Over the past few years...

Podcast: China Trade Wars.

Daniel Satchkov

04 Jun 2019

What do they really mean for global economy and financial markets? Yon Perullo, CFA, FRM and Daniel Satchkov, CFA discuss the situation with the current trade war and how it will impact investment management going forward.