Blog Medium With Both Sidebar

With the past few months now in the rearview mirror, it’s looking more clear than ever that Regulation Best Interest from the SEC doesn’t seem to be going anywhere. There has been plenty of speculation...

Colin Ward

28 Apr 2020

What Happens When Money Falls From The Sky?

The CARES ACT is not TARP CARES will help with the restart in a few ways Americans are getting $1200 this month but what about inflation? Short-run Economic Effects of the CARES ACT So…modest to...

Daniel Satchkov

23 Apr 2020

4 Habits To Forget Fear And Seize Growth From The Jaws Of this Crisis

This is not just another post in which I convince you that the Coronavirus is a tremendous threat or that to say home is a heroic mission. No, I don't need to convince you that the Coronavirus is a real danger, and some of us were already hermit introverts.

Daniel Satchkov

17 Apr 2020

Sell Plan Sponsors From Home on Autopilot: LE PRO Registration is Open!

This is Yon Perullo of Larkspur-RiXtrema. For months we have been working on LE PRO to help you sell retirement plans on autopilot, using automated email campaigns. And with all the latest events LE PRO...

New Reality Sets In- How You Can Plans When Nobody Travels

Daniel Satchkov

14 Apr 2020

New Reality Sets In: How You Can Sell Plans When Nobody Travels

We are living in surreal times. The world around changes seemingly in days, as if in a futuristic movie. But the consequences for our lives and livelihood are not imaginary. Some consequences are obviously negative....

Here's what the SEC is looking for in its first Reg-BI exams

Colin Ward

13 Apr 2020

Here’s What The SEC Is Looking For In It’s First Reg-BI Exams

The SEC is sympathetic to COVID-19 efforts Is your firm ready to show a good-faith effort? Don’t forget these critical compliance steps What is the CRS Form? Rixtrema’s Reg-BI Optimizer Even though markets are focused...

Blog Medium With Both Sidebar

The Reg BI Train Can’t Be Stopped And is Arriving Soon

What Happens When Money Falls From The Sky?

4 Habits To Forget Fear And Seize Growth From The Jaws Of this Crisis

Sell Plan Sponsors From Home on Autopilot: LE PRO Registration is Open!

New Reality Sets In: How You Can Sell Plans When Nobody Travels

Here’s What The SEC Is Looking For In It’s First Reg-BI Exams

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