Blog Medium With Both Sidebar

Statistics show that average retirement plan balances have almost doubled over the past decade, and a large portion of it is now contained in target-date funds. According to Fidelity data, more than half of 401(k)...

Daniel Satchkov

19 Nov 2018

What The Future of Multiple Employer Plans Looks Like

On October 22, 2018 the U.S. Department of Labor announced about the Notice of Proposed Rulemaking. The Proposal was a response of the DOL to the President’s Executive Order signed on August 31, 2018 and...

Daniel Satchkov

16 Nov 2018

5 Articles for the financial advisor weekend reading list: November 17-18, 2018

Here are five suggested articles for financial advisors to read this weekend: 1. Building The Five Pillars Of SEC Cybersecurity Requirements As A (Registered) Investment Adviser – Over the past few years, several high-profile data breaches have...

Daniel Satchkov

16 Nov 2018

Recent Study Shows 401k Participants Aren’t Sure of Their Own Portfolio Allocations

In a recent article by PlanSponsor.com, they referenced a survey by Legg Mason that reports that many 401k participants are in the dark of their own portfolio allocations. According to the survey 22 percent of...

Daniel Satchkov

15 Nov 2018

10 Social Media Marketing Mistakes Financial Advisors Make and How to Avoid Them

More and more financial advisors are turning to social media marketing every day. More than 81% of financial advisors use social media for business purposes. 79% have acquired new clients directly through social media, with an...

Daniel Satchkov

14 Nov 2018

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...

Blog Medium With Both Sidebar

Significant Number of 401k Participants Relying on Target Date Funds

What The Future of Multiple Employer Plans Looks Like

5 Articles for the financial advisor weekend reading list: November 17-18, 2018

Recent Study Shows 401k Participants Aren’t Sure of Their Own Portfolio Allocations

10 Social Media Marketing Mistakes Financial Advisors Make and How to Avoid Them

Larkspur Executive Infographic

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