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Here are five suggested articles to read this weekend: 1. A Post-Fiduciary Rule Rollover Playbook – The short-lived fiduciary rule provided that anyone who received compensation in connection with recommending a rollover would have been considered an ERISA fiduciary.(401kspecialistmag.com) 2. Best Interest and Best Practices: Improving Retirement Outcomes – The Investment Company Institute (ICI) is celebrating National 401(k) Day this week by highlighting the strength of 401(k) plans used by tens of millions of workers to save for their futures. (fredreish.com) 3. Are The Accredited Investor Rules Unfairly Limiting Access To Good Investment Opportunities?– At first blush, it’s not difficult to understand the desire to make capital markets even more egalitarian than they already are, by giving...

Daniel Satchkov

12 Sep 2018

This is How You can Address Fiduciary Concerns & Build Suitable Portfolios

During the webinar you will learn how to use cutting edge science to measure risk tolerance and build most efficient risk/return profiles for every client and prospect. Keeping the fiduciary standard in mind, today it is more important than ever to accurately measure an investor’s risk tolerance and to build appropriate portfolios. RiXtrema and FinaMetrica have partnered to offer advisors unique value, by integrating two applications. Advisors will be able to measure risk tolerance and optimize investor’s portfolio to make sure it fits the psychometric characteristics. During the webinar you will see a brief demo of the integrated workflow and how it can help you be the trusted advisor.

Daniel Satchkov

11 Sep 2018

Fiduciary Hope: A Look into the Future of the Fiduciary Standard

Phyllis Borzi is the former Assistant Secretary for Employee Benefits Security of the United States Department of Labor. As the official in charge of the Employee Benefits Security Administration in the Obama administration, she helped draft the now vacated DOL Fiduciary Rule. When asked to consider where the industry and regulators will be on the fiduciary issue, you can understand her pessimism “Where I think we’ll be on a fiduciary standard in 5 years is sadly in a worse place than we are today,” she says. “I hope I am wrong.” For her complete answer, including the specific reasons why she feels we’ll be worse off, read “Why Phyllis Borzi...

Daniel Satchkov

10 Sep 2018

15 Weekly Stats: Week of September 10, 2018

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 allows our partners to provide the highest level of insurance access and support. We feature weekly update with permission: Contact information for The BluePrint Insurance Services: Matt Meyer Co-Founder 424.387.4143 MMeyer@tblueprint.com Michael Robinson Co-Founder 619.404.3038 MRobinson@tblueprint.com Site: https://www.tblueprint.com

What the Trump Executive Order on Retirement Means for Advisors and Plan Sponsors

Daniel Satchkov

10 Sep 2018

What the Trump Executive Order on Retirement Means for Advisors and Plan Sponsors

President Trump with his Executive Order on Retirement plans expanded the horizons of better retirement to many people who before had no chance to retire comfortably and securely. It helps to close the gap between many employees working for small companies which do not have the ability to set up an internal retirement plan for their workforce.