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An article from The DigitalFA on the 43 Twitter Tips and Treats for Financial Advisors, provides excellent advice for financial advisors who are using Twitter to grow their business or are planning to integrate it into their marketing strategy. While every single...

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5 Articles for your weekend reading list: August 3, 2018

Daniel Satchkov

03 Aug 2018

Here are five suggested articles to read this weekend: 1. Cryptocurrency Comes to Retirement Accounts – While debate continues to rage over the efficacy of investing Bitcoin and other so-called cryptocurrencies in retirement accounts, platforms are increasingly available to make it happen....

Plan Fiduciary

Fiduciary advisers should be weighing the risks and upsides of securities lending

Daniel Satchkov

03 Aug 2018

Fidelity Investments is making 401(k) advisers’ lives a little more complicated. The Boston-based behemoth dropped some eye-popping news Wednesday: as of Friday, it will begin offering two index mutual funds with a price tag of 0.00%. Yes, funds free of cost to investors — the...

Article Review Plan Fiduciary

Advice for plan sponsors on becoming better fiduciaries

Daniel Satchkov

03 Aug 2018

Investment Fiduciaries typically have a close, ongoing relationship with their 401(k) plan. They consult plan participants and employers how to make better investments out of their retirement plan contributions and afterwards they pledge to continue monitoring the investments and assess their prudence over...

Article Review

How millennials are under-investing in their retirement accounts

Daniel Satchkov

02 Aug 2018

Lots of outlets have been reporting on how Millennials are under-investing in their retirement accounts and instead sticking with cash or just a regular bank savings account with little to no interest. 401kSepcialistMag proposes that the “risk-averse” younger generation may be victims...

Blog Full With Right Sidebar

5 Articles for your weekend reading list: August 3, 2018

Fiduciary advisers should be weighing the risks and upsides of securities lending

How millennials are under-investing in their retirement accounts

Top 5 Larkspur-Rixtrema Blog Posts for July 2018

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