Larkspur Executive Infographic
Competition is getting ever tighter for financial advisors in the retirement plan space. With so much at stake, you cannot afford to use the same data and tools as everyone else. Your process is unique...Read More
Sunday, December 21, 2025
Blog Medium With Both Sidebar
Caption placed here
How will the 2018 Midterm Elections Affect You as a Financial Advisor?
The big news in the US this November, which was accurately predicted by virtually every reputable pollster and pundit who prognosticates about US elections, is that the 116th congress will bring a divided government with...Read More
Ways to help 401k participants understand the risk of their portfolios
One of the most obvious ways to look at the risk of portfolio is by checking its standard deviation. Standard deviation is a statistical measurement that sheds light on historical volatility. The higher standard deviation...Read More
5 Articles for the financial advisor weekend reading list: November 10-11, 2018
Here are five suggested articles for financial advisors to read this weekend: 1. Benchmarking Target Date Funds Requires a Solid Baseline – Benchmarking Target Date Funds requires a solid baseline, an accurate peer group, and a knowledgeable...Read More
What do clients really wish their financial advisors would ask them?
In a recent WealthManagement.com article, Matthew Regan wrote about some of the key questions that clients really wish their financial advisors would ask. Of course, most advisors are all asking the same “risk tolerance” and...Read More
401kFiduciaryOptimizer Infographic
401kFiduciaryOptimizer moves the needle for advisors plan practice! Their success in getting appointments with CFOs stems from this simple fact. 401kFO uses sophisticated quant algorithms to optimizer three things that get the response of a...Read More