Blog Medium With Both Sidebar

This week’s case study will focus on plan optimization from the 401kFiduciaryOptimizer database. As to be expected, northwestern parts of US which have a predominantly mountainous terrain and subsequently low density population areas also have...

Daniel Satchkov

06 Aug 2018

15 Weekly Stats: Week of August 6, 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...

Daniel Satchkov

06 Aug 2018

See how one financial advisor stays ahead of the competition

Prospective clients often treat advisors with indifference until they see a reason to engage with you. How do you engage them, earn trusted advisor status and separate yourself from competition? Watch a short video to...

Daniel Satchkov

03 Aug 2018

Analyzing the Do’s and Dont’s of Twitter Marketing for Financial Advisors

An article from The DigitalFA on the 43 Twitter Tips and Treats for Financial Advisors, provides excellent advice for financial advisors who are using Twitter to grow their business or are planning to integrate it...

Daniel Satchkov

03 Aug 2018

5 Articles for your weekend reading list: August 3, 2018

Here are five suggested articles to read this weekend: 1. Cryptocurrency Comes to Retirement Accounts – While debate continues to rage over the efficacy of investing Bitcoin and other so-called cryptocurrencies in retirement accounts, platforms...

Daniel Satchkov

03 Aug 2018

Fiduciary advisers should be weighing the risks and upsides of securities lending

Fidelity Investments is making 401(k) advisers’ lives a little more complicated. The Boston-based behemoth dropped some eye-popping news Wednesday: as of Friday, it will begin offering two index mutual funds with a price tag of 0.00%. Yes, funds...

Blog Medium With Both Sidebar

15 Weekly Stats: Week of August 6, 2018

See how one financial advisor stays ahead of the competition

5 Articles for your weekend reading list: August 3, 2018

Fiduciary advisers should be weighing the risks and upsides of securities lending

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