5 Articles for your weekend reading list: August 25-26, 2018
Here are five suggested articles to read this weekend: 1. More Young Participants Committing 401k Faux Pas – Early withdrawals from 401ks and other retirement accounts are on the rise among younger Americans, many of whom seem to have a skewed perception of what it takes to retire successfully. (401kspecialistmag.com) 2. Advisors Gaining Access To Clients’ Digital Assets –...Read More
What SEC Best Interest Proposals Mean for Investment Advisors
In April, the Securities and Exchange Commission issued three proposals concerning the standards of care for investment advisors and broker-dealers. RIAs should review and understand these proposals because they may, if finalized, make material changes in the regulation of investment advisors and will introduce a new, and potentially confusing, best interest standard for broker-dealers. While...Read More
Video: Learn About Portfolio Crash Testing in 4 Minutes
Stress test your clients’ portfolios. Learn how to educate clients about risk/return tradeoffs. Gain new clients by showing prospects the risks that they face and the return potential in one simple screen. Portfolio Crash Testing is a tool developed for advisors who want to raise their game. Watch the video below to learn how:
Risk Modeling in the Past and Future with Portfolio Crash Testing
The previous blog posts (From Client to CEO: Does Portfolio Crash Testing Really Work? & The Proof Is In The Pudding: How Portfolio Crash Testing Worked for Me.) in this series delved into the DNA of PCT and my personal experience utilizing the Riskostat application that the PCT technology is based. In this post I...Read More
Your 1 minute case study on 401K Retirement Plans: A Rollover to an IRA Account
Regardless if your clients are plan sponsors or individuals who invest in their retirement accounts, as the advisor you can be a great fiduciary by helping them to achieve their goals. You can accomplish this by diligently reviewing plan options, finding a more affordable plan administrator, screening for the best investment funds that will suit...Read More
Staying Committed to the DOL Fiduciary Rule
The fiduciary rule we all hear about reminds me of a roller coaster ride: first it seemed imminent after the regulation was initially created under the Obama administration, then President Trump issued a memorandum that attempted to delay the rule’s implementation, then the newly appointed Labor Dept. Secretary Alexander Acosta confirmed that the fiduciary rule...Read More
15 Weekly Stats: Week of August 20, 2018
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 weekly update with permission: Contact...Read More
Why 401k Advisors need to embrace digital communication to appeal to clients
A recent article in the 401kspecialistmag focused on the importance of modern day methods of communication which need to be integrated into every financial advisor’s strategy. The article goes on to support the argument with valid research points: 73% of advisors would still prefer to meet in person There is nothing wrong with a live...Read More
5 Articles for your weekend reading list: August 18-19, 2018
Here are five suggested articles to read this weekend: 1. 401k Advisors Who Ignore Financial Wellness Risk Losing Business – 401k plan participants want help getting their finances in order, and plan sponsors have taken notice. Citing concerns over employees who are financially stressed and failing to save enough for retirement, employer sponsors are more interested...Read More
Article Review: Rules Every Professional Fiduciary Must Follow
Being a fiduciary can be a deciding factor in the minds of many people who will be looking for the financial advisor since it would a sigh of relief to know that the person who you entrust your money with will be acting responsibly to protect your interests and your capital. As a matter of...Read More