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The Ask: One of our adviser clients asked if he can compare an annuity to an alternative investment portfolio? An annuity is an investment vehicle for retirement that has guaranteed income feature which makes it so attractive to investors looking to put together a financial strategy to retire comfortably. According to Jackson National Life study “The Language of Retirement 2017: Advisor and Consumer Attitudes Toward Income in Retirement.”, approximately 48% of investors either currently own (42%) or previously owned (6%) an annuity. By comparison, fewer investors own or used to own two very popular investment options: exchange-traded funds (ETFs) (31%) or target-date funds (TDFs) (21%). The chances of coming across...

Daniel Satchkov

20 Mar 2019

15 Weekly Stats for Financial Advisors: Week of March 18, 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

Daniel Satchkov

18 Mar 2019

Video: Fulfill Your Fiduciary Duty of Continuous Plan Monitoring

As an ERISA fiduciary, you must continuously monitor your plans. This was affirmed in a major 401k lawsuit, Tibble vs Edison. When defendants in that case argued that they need 2-5 months to fix problems with the plan, judge told them they should’ve acted immediately. Clearly, expensive share class investments are not the only problem that puts fiduciaries at risk. There are many different issues that can create liability. How can you continuously monitor all of these threats? Do you have a digital age process in place to continuously monitor all your plans? See the video below and request your demo of Plan Monitor as well as other tools in...

Daniel Satchkov

18 Mar 2019

The Deep Internet: Why Bitcoin and Crypto Must Beat Centralized Platforms or Die

There is a great deal of content about cryptocurrency and blockchain, so why read this article? To put it simply, it will make sense of the future of cryptocurrency for you. Pretty ambitious.

Daniel Satchkov

18 Mar 2019

What Does it Take to Become a Successful Digital Marketing Fiduciary?

The fiduciary standard is centered around serving the best interest of investors. In a recent post we have discussed how to explain fiduciary responsibility to a potential client or prospects. It is important to remember that actions and results will speak volumes in relation to simply “saying” you’re a fiduciary. This includes being able to market and showcase yourself as someone who will do everything they can to act in the best interest of your clientele. With the constantly evolving technology, every advisor must ask themselves, how does one become a successful digital marketing fiduciary. According to an article in ThinkAdvisor, “The bigger reason it’s important to act as a...