Blog Medium With Both Sidebar

Here are five suggested articles to read this weekend: 1. Thoughts on Income and Wealth – An interview featuring Dana Larsen of Senior Finance Advisor, a website dedicated to helping individuals plan for their wealth management goals and...

Daniel Satchkov

27 Jul 2018

Social Media Use Driving Business for Financial Advisors

A recent article in Business Wire, indicates that social media is a driving factor behind personal success for financial advisors. In fact the small percent of advisors that still do not utilize social media resources...

Daniel Satchkov

26 Jul 2018

Featured Podcast: Larkspur-RiXtrema CEO discusses advisor tools that enable them as fiduciaries

Larkspur-RiXtrema CEO Yon Perullo discusses U.S. advisor tools that enable them as fiduciaries and those that help their businesses. Listen to the full podcast featured on The Fintech Impact Podcast channel here: Rixtrema

Daniel Satchkov

25 Jul 2018

Must-Know Features of the 401kFiduciaryOptimizer Performance Report

Here are the most distinctive features of the 401kFiduciaryOptimizer Performance Report: 1. You can actually track the performance history for the funds of the original 401(k) plan line-up, and compare it with the track record...

Daniel Satchkov

24 Jul 2018

Senators reach out to FINRA to better understand SEC’s Proposal

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...

Alexandr Starodubtsev

24 Jul 2018

Why Having a Fiduciary Process In Place Is Important

We all have witnessed the ongoing battle in the DOL fiduciary rule process. The regulation was initially created under the Obama administration. However, in Feb. 2017, President Trump issued a memorandum that attempted to delay...

Blog Medium With Both Sidebar

5 Articles for Your Weekend Reading List: July 27, 2018

Social Media Use Driving Business for Financial Advisors

Featured Podcast: Larkspur-RiXtrema CEO discusses advisor tools that enable them as fiduciaries

Must-Know Features of the 401kFiduciaryOptimizer Performance Report

Senators reach out to FINRA to better understand SEC’s Proposal

Why Having a Fiduciary Process In Place Is Important

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