HOW FACEBOOK EXPLOITS YOU & WHAT IT MEANS FOR YOUR PORTFOLIO
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 have a recipe for disaster. Yon Perullo, CFA, FRM and Daniel Satchkov, CFA...Read More
House Passes the SECURE Act
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 familiar with the process agree that the bill will be signed by the...Read More
Robo vs. Advisor
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 trend. The robo-advisors became a new class of financial advisors who provided financial...Read More
Case Study: Searching By Service Providers
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
Are investors moving away from active target date funds into their passive counterparts?
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 nearly all new incoming investments into the target date category have all gone...Read More
Podcast: China Trade Wars.
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.
How financial avisors can help clients overcome student debt
Having student debt is one of the number one reasons that millennials are discouraged from saving for retirement right away, and for good reason. Student debt is a massive contributor to financial stress, and it’s something that affects so many. When you have tens of thousands of dollars hanging over your head right as you...Read More
Case Study: How to Access Past Year 5500 Filings in Larkspur Executive
The Ask: To be a good fiduciary, you need to be well aware of the plan holdings and how they changed, what factors were taken into consideration, and what can be done to improve the plan. In other words, you need to check their past year filings and do thorough research on what was done...Read More
How Videos Can Be Your Secret Weapon As A Financial Advisor
Videos are becoming the most impactful way to reach out to potential prospects regardless of the niche or field you’re working in. Give you an idea just how important they are in today’s digital marketing landscape lets take a look at just a few statistics and general research from 2018:
15 Weekly Stats for Financial Advisors: Week of May 13, 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 allows our partners to provide the highest level of insurance access and support. We feature this weekly update with permission:...Read More