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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...

Daniel Satchkov

13 Jun 2018

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...

Daniel Satchkov

12 Jun 2018

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...

Daniel Satchkov

12 Jun 2018

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.

Daniel Satchkov

11 Jun 2018

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...