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The devil’s in the details. DOL’s Fiduciary Rule Standard Reg-BI expands on FINRA’s Suitability Standard Best Interest according to a financial lawyer The devil’s in the details. Many of the terms used in Reg-BI, like “Best Interest” are not explicitly defined within...

Article Review

What’s going on with Equal Weighted Index Performance?

Yon Perullo

03 Jan 2020

Lately, it seems the only equity investment worth making is in US large caps. The cheaper and more passive, the better. Of course, passive US large-cap equities are not the absolute best performing asset available over the past few years, but the category is pretty hard to beat for ease of implementation, known risk characteristics, price and performance.

Working Effectively – A conversation with Erik Solbakken (CPA)

Yon Perullo

03 Jan 2020

The struggles of CPAs, RIAs, and BDs exist because of mindsets and practices anchored in old professional service business models. Erik Solbakken changed the way CPAs market and build client relationships by building an educational platform to train small firms on entrepreneurship...

Article Review Investing Risk Management

Boris finally birthed his Brexit baby

Colin Ward

20 Dec 2019

Doctor, I can see the head Another Brexit referendum is off the table What about Europe? 28 may be a crowd. 27 EU members is a party. Doctor, I can see the head Residents and anyone visiting Ireland or the United Kingdom...

How to Manage Risk with Insurance Products – A conversation with Michael Robinson from the BluePrint Insurance Services

Yon Perullo

20 Dec 2019

This part of the educational series with a discussion about incorporating insurance into a portfolio to grow at a consistent rate with less risk. Michael Robinson joins Yon to discuss his company, The Blue Print Insurance Services, which provides premier insurance for...

What Are the Key Elements of Successful Marketing Campaign?

Yon Perullo

17 Dec 2019

Adaptability and Efficiency Many of our clients use default marketing templates in Larkspur Executive, but that is only a small part of the Customized Trackable Marketing Letter (CTML) tool. Working with the Client Success Team to customize your templates can help you...

Blog Full With Right Sidebar

What is the Best Interest, Anyway?

What’s going on with Equal Weighted Index Performance?

Working Effectively – A conversation with Erik Solbakken (CPA)

Boris finally birthed his Brexit baby

How to Manage Risk with Insurance Products – A conversation with Michael Robinson from the BluePrint Insurance Services

What Are the Key Elements of Successful Marketing Campaign?

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