The Dos and Don’ts of Email Marketing for Financial Advisors
Imagine the excitement of starting up your computer and finding 50 emails requesting product information in your inbox! Email marketing can be incredibly lucrative if approached properly. But there are some dos and don’ts you should be aware of before you begin. Over the past several months, we’ve seen an ever-increasing demand for millions of...Read More
4 Benefits of 401kFiduciaryOptimizer & How it will Help You with Plan Sponsors
The thing that most financial advisors struggle with is differentiating themselves from the competition. The analysis provided by the 401k Fiduciary Optimizer is uniquely compelling and really sets you apart from the crowd: Most plan sponsors don’t know or understand the fees being charged in their current plan and are therefore unmotivated to make a...Read More
A New Way to Provide Massive Aggregate Plan Savings
Using 401k Similarity Based Quantitative Algorithm to Provide Massive Aggregate Plan Savings in Low Fee Alternatives Report The first optimization report that you will face using 401k FiduciaryOptimizer is called Low Fee Alternatives. The system automatically prompts you to this screen after you choose any 401(k) plan in the Plan Screener or load your own plan...Read More
What are the latest views, opinions and outlooks on the end of the DOL Fiduciary Rule?
With the June 13 deadline looming for the DOL to appeal to the Supreme Court and seek permission to argue its case fast approaching; various viewpoints have been mentioned in publications over the past few weeks. Here is a short overview of what people have had to say about the impending death of the DOL...Read More
Watch Video to Learn How Portfolio Stress Testing Works
Stress testing is front page news. The Fed stress tests banks, large institutions stress test their portfolios and now financial advisors are using stress testing for their clients.
4 Smart Strategies for 401K advisors to Attract Millennials as Clients.
1. Have the desire to work with the young generation. Aspiring to connect with new potential clients is the first and most important step. Understanding their financial challenges such as student loan debt can be a stepping-stone to a mutually beneficial business relationship. 2. Educate on how to set up a retirement account. Recent studies...Read More
Stress Testing As a Distinction Between Clairvoyants and Risk Managers
Stress Testing As a Distinction Between Clairvoyants and Risk Managers Bill Graham, the father of value investing and the co-author of the infamous book Security Analysis, said: “The essence of investment is management of risk, not management of returns”. This was postulated in the middle of the last century, and today risk management is no...Read More
3 Advantages of Stress Testing vs. Traditional Risk Measures
Portfolio Stress Testing is a useful method for determining how a portfolio will fare during periods of financial crises. The financial crises scenarios are modeled and may include historical events (e.g. 2008-like scenario) and events that we have not observed yet.
How 401k Advisors can Prospect for Potential Business in Less Time with Plan Screener
401kFiduciaryOptimizer is equipped with the Plan Screener, which is a powerful search engine that allows users to screen for any plans filed by the DOL through Forms 5500 that contain Schedules of Assets. The Plan Screener provides users with searching flexibility by giving the ability to use different search fields, such as Plan Name or...Read More
The One Reason Stress Testing is Vital to Financial Advisors
Stress testing is widely used by institutional investors. However, with recent advances in computing power this tool has become accessible to advisors as well. Stress testing allows the user to specify different scenarios and to measure how they will impact the portfolio return. It is a perfect tool for financial advisors to educate their clients...Read More