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In order to create a winning proposal for a prospect, you need to make sure it includes all the best investment options. On the one hand, they should be optimized in terms of fees and performance, which might interest a plan sponsor, and finally they should correspond your provider platform requirements.

Daniel Satchkov

04 Mar 2019

Proof-of-Work vs Proof-of-Stake: Theory & Practice Part 1

Blockhain is obviously a chain of linked blocks with transaction data in them, so that each block references all previous blocks before it and the chain is unbroken.

Yon Perullo

04 Mar 2019

Capital Expenditures vs Share Buybacks: How Do Investors Want Companies to Spend?

I recently published an article discussing an op-ed written by Chuck Schumer and Bernie Sanders where one of the ideas they put forth was to create a (undefined) mechanism to discourage corporate buybacks. Recently Marco Rubio joined in with his own version of the same theme (still scant on details, but at least he said his proposal would focus on tax policy to discourage buybacks and encourage investment). This may mean that there is a bipartisan path forward on a proposal that would discourage companies from buying back stock. The rationale is that by making buybacks less attractive, investment through capital expenditures would be the obvious alternative, especially if...

Daniel Satchkov

04 Mar 2019

15 Weekly Stats for Financial Advisors: Week of March 4, 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

04 Mar 2019

Up Next: NJ Secure Choice Savings Program

New Jersey is the latest state, along with Maryland, Connecticut, New York, Washington state, Vermont, Massachusetts, Oregon, California, and Illinois, to establish a state-run retirement savings plan for private-sector employees whose employers do not offer a retirement plan. Though there are various concerns about the states running the retirement plans such as administrative capabilities, management of the investment funds, etc., the new option to save part of the income in the retirement accounts should benefit employees who currently do not have such an opportunity through their employers. According to a new survey from Bankrate, as many as 65% of Americans are saving too little of their incomes. With this “better-than-nothing”...