Why It’s Time to Prioritize Your Marketing Budget as Financial Advisor
It is common knowledge that to make money one needs to spend money. It is equally important to properly allocate budget funds and maximize the ROI as a financial advisor....Read More
3(16) Fiduciary Services become more popular among Plan Sponsors
Recently, 3(16) Fiduciary Services became more popular among Plan Sponsors, who want to offload some of the work from their pension plan. In a recent conversation between Fred Barstein, founder...Read More
Advisors concerned about consolidation among record keepers in the 401K business
InvestmentNews recently reported on how the consolidation of record-keepers could be a bad omen for 401(k) plans. Over the years, many record-keepers have been sold or merged together with other...Read More
The importance of “HENRYs” for Retirement Plan Advisors
Nowadays it seems that high earning millennials are a very popular topic for financial advisors, or more importantly the approach on how to appeal to them. 401kSpecialistMag remarks that they...Read More
Advice for plan sponsors on becoming better fiduciaries
Investment Fiduciaries typically have a close, ongoing relationship with their 401(k) plan. They consult plan participants and employers how to make better investments out of their retirement plan contributions and...Read More
How millennials are under-investing in their retirement accounts
Lots of outlets have been reporting on how Millennials are under-investing in their retirement accounts and instead sticking with cash or just a regular bank savings account with little to...Read More