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Currently, we live in the age of “Big Data”. “Big Data” is a field that assists with data analysis, data extraction, information processing using huge data sets that are too large or complex to be dealt with by traditional data-processing application software. Analysis of data sets is highly applicable in any sector of the modern economy due to exponential growth in technology usage. Data is streaming constantly from everywhere. It is now collected and stored to be used for various purposes such as to spot business trends, prevent diseases, combat crime and so on by businesses and governments alike. The boom Fintech is partially based on the ability to...

Gennady Prokofyev

01 May 2019

Why Plan Sponsors Should Pay More Attention to Their Retirement Plan Design

The key point in your benefit plan’s success is in its design. And if your company hasn’t thought much about it, it might be the time for you to consider a thorough analysis to see how well your current plan is designed. There is no such thing as a universal plan design, as there are many different configurations and types, based on a wide range of factors and demands. According to a recent Forbes article, all of the high-performing plans in their survey had the following key plan characteristics in common: High participation rates: Nearly all employees were involved the best performing plans (95%) while other plans had less than 80%. Smart...

Gennady Prokofyev

01 May 2019

Reviewing Top Robo-Advisors and General Tips to Choose the Right One for You

Robo-advisors are financial tools providing assistance or investment management online with moderate or no human intervention. There are around 100 robo-advisors on the market nowadays, and most of them are called a new word in the financial advising industry, as they are considered for the broader audience, cost less and provide better results in some cases. To choose the best robo-advisor, one should decide what their goals are. For example, if you want to save for your mortgage payment or if you decide to save more for retirement. Then you need to make up your mind on whether you need an autopilot kind of robo-advisor (without human intervention) or you’d...

Daniel Satchkov

30 Apr 2019

15 Weekly Stats for Financial Advisors: Week of April 29, 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 allows our partners to provide the highest level of insurance access and support. We feature this weekly update with permission: 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

Yon Perullo

30 Apr 2019

To ESG or Not to ESG?

Environmental and socially responsible investing (also known as ESG, where the ‘G’ stands for governance) has been a hot topic in recent years. Since Earth Day was just a couple of days ago, I thought I would honor the day with a blog posting about ESG. Some reading that inspired this post was Jeremy Grantham’s “The Race of Our Lives Revisited” and the release of the US Government’s Fourth National Climate Assessment. As I drove around my town (Bend, Or) on Earth Day, I saw an interesting sign in a demonstration consisting of 1 person and 1 sign. That sign said “Capitalism = Ecocide” with some strange symbol beneath...