Blog Medium With Both Sidebar

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...

Daniel Satchkov

24 Aug 2018

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...

Daniel Satchkov

23 Aug 2018

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...

Yon Perullo

22 Aug 2018

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...

Daniel Satchkov

20 Aug 2018

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...

Daniel Satchkov

20 Aug 2018

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...

Blog Medium With Both Sidebar

5 Articles for your weekend reading list: August 25-26, 2018

What SEC Best Interest Proposals Mean for Investment Advisors

Video: Learn About Portfolio Crash Testing in 4 Minutes

Risk Modeling in the Past and Future with Portfolio Crash Testing

Your 1 minute case study on 401K Retirement Plans: A Rollover to an IRA Account

Staying Committed to the DOL Fiduciary Rule

Vimeo Video

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