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In the past few years, robo-advisory platforms gained a lot of traction in the world of financial planning. The first robo-advisory firms were launched in 2008 during the financial crisis with new company Betterment in the vanguard of the new trend. The robo-advisors became a new class of financial advisors who provided financial and investment advice online with little to no human interaction at a very low cost in comparison to traditional financial advice service provided by financial advisers. The allure of low cost and easy to use service became popular among a lot of people, especially among the young crowd who recently started on the career path...

Luke St. Angelo

05 Jun 2019

Case Study: Searching By Service Providers

Targeting a plan’s record keeper or current advisor is one of the most commonly asked about features for our Larkspur Executive. Do we know who their current advisor is? Their plan administrator? The answer to these questions is: yes, we do know for many plans

Luke St. Angelo

05 Jun 2019

Are investors moving away from active target date funds into their passive counterparts?

InvestmentNews recently reported that actively managed target date funds are quickly losing market share to their passive counterparts. Currently active target date funds hold $570 billion while passive hold $480 billion in assets across the entire market. Over the past few years nearly all new incoming investments into the target date category have all gone to passive funds. A lot of the reason behind this may have to do with the recent rapid cost cutting of fees in mutual funds across the board. Now that there are so many funds with low cost anywhere you look, it’s hard for plan sponsors and advisors to recommend their clients to pay for...

Daniel Satchkov

04 Jun 2019

Podcast: China Trade Wars.

What do they really mean for global economy and financial markets? Yon Perullo, CFA, FRM and Daniel Satchkov, CFA discuss the situation with the current trade war and how it will impact investment management going forward.

Daniel Satchkov

03 Jun 2019

How financial avisors can help clients overcome student debt

Having student debt is one of the number one reasons that millennials are discouraged from saving for retirement right away, and for good reason. Student debt is a massive contributor to financial stress, and it’s something that affects so many. When you have tens of thousands of dollars hanging over your head right as you are starting your career, it’s a perfectly natural reaction to be more worried about that than your distant retirement. According to research sponsored by AIG, too many former students will begin their careers under financial burden. The Money Matters on Campus survey showed the necessity of better financial literacy and education to deal with stress....