Blog Medium With Both Sidebar

The Ask: Creating a great proposal that will increase interest from your prospects should be ideal not only in terms of cost-efficiency but also in terms of diversification. While cost-efficiency is based on the fund...

Daniel Satchkov

14 Mar 2019

15 Weekly Stats for Financial Advisors: Week of March 11, 2019

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

13 Mar 2019

How Vanguard is Staying Competitive with Robo Advisors

The financial industry like other sectors of the economy keeps evolving and new trends surface every 5-7 years. The latest new big trend that emerged over the past few years has been robo-advisory. It is...

Alexandr Starodubtsev

11 Mar 2019

Case Study: What will Happen to my Client’s Portfolio if the Chinese Credit Market were to Explode?

The Ask: It is a fiduciary duty of each advisor to protect investments of a client. How can it be done effectively before a disaster strikes? It is customary to think about portfolio protection strategies...

Yon Perullo

11 Mar 2019

They are Watching You: The Evolution of AI in Public Spaces

Cameras are everywhere. They are always watching you. We know this. In the US, it seems every outburst is caught on video and shared via social media. Cell phone and CCTV cameras will catch almost...

Gennady Prokofyev

08 Mar 2019

Main Reasons for 401(k) Advisors to Collaborate with Benefits Brokers

Benefits brokers’ responsibilities are very similar to those of retirement plan advisors; they are responsible for supervising any issues related to medical and insurance benefits, and, among other things, can conduct enrollment meetings. Although many...

Blog Medium With Both Sidebar

Case Study: Diversifying 401(k) Plans as a Great Prospecting Opportunity

15 Weekly Stats for Financial Advisors: Week of March 11, 2019

How Vanguard is Staying Competitive with Robo Advisors

Case Study: What will Happen to my Client’s Portfolio if the Chinese Credit Market were to Explode?

They are Watching You: The Evolution of AI in Public Spaces

Main Reasons for 401(k) Advisors to Collaborate with Benefits Brokers

Vimeo Video

LATEST POSTS