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Targeting a plan’s record keeper or current advisor is one of the most commonly asked about features for our Larkspur Executive. Do we know who their current advisor is? Their plan administrator? The answer to these questions is: yes, we do know for many plans

Luke St. Angelo

05 Jun 2019

Are investors moving away from active target date funds into their passive counterparts?

InvestmentNews recently reported that actively managed target date funds are quickly losing market share to their passive counterparts. Currently active target date funds hold $570 billion while passive hold $480 billion in assets across the...

Daniel Satchkov

04 Jun 2019

Podcast: China Trade Wars.

What do they really mean for global economy and financial markets? Yon Perullo, CFA, FRM and Daniel Satchkov, CFA discuss the situation with the current trade war and how it will impact investment management going...

Daniel Satchkov

03 Jun 2019

How financial avisors can help clients overcome student debt

Having student debt is one of the number one reasons that millennials are discouraged from saving for retirement right away, and for good reason. Student debt is a massive contributor to financial stress, and it’s...

Gennady Prokofyev

22 May 2019

Case Study: How to Access Past Year 5500 Filings in Larkspur Executive

The Ask: To be a good fiduciary, you need to be well aware of the plan holdings and how they changed, what factors were taken into consideration, and what can be done to improve the...

Daniel Satchkov

14 May 2019

How Videos Can Be Your Secret Weapon As A Financial Advisor

Videos are becoming the most impactful way to reach out to potential prospects regardless of the niche or field you’re working in. Give you an idea just how important they are in today’s digital marketing landscape lets take a look at just a few statistics and general research from 2018:

Blog Medium With Both Sidebar

Case Study: Searching By Service Providers

Are investors moving away from active target date funds into their passive counterparts?

Podcast: China Trade Wars.

How financial avisors can help clients overcome student debt

Case Study: How to Access Past Year 5500 Filings in Larkspur Executive

How Videos Can Be Your Secret Weapon As A Financial Advisor

Vimeo Video

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