Panic at the Disco!
I started this post on March 11, 2020. It was not a good day. Today is March 12, and it is worse. Much worse. Historically worse.
I was shocked to see this at LINC 2020
What element struck Luke and me the most at the LINC Conference? Millennials will carry the financial industry Hire young talent to attract young clients Gen Z and Millennials did...Read More
Hidden opportunities in the Reg BI
Key elements of the Reg BI Adopt a financial literacy focus Simple solutions sell Free trading, differences in generational marketing, and economic challenges are significantly changing the Financial Services Industry....Read More
The SEC Enforces Share Class Disclosure
According to Drinker Biddle & Reath’s lawyers, the SEC’s Enforcement Division has started investigations against companies that didn’t self-report in the Share Class Selection Disclosure Initiative. There is a huge...Read More
Larkspur-Rixtrema to Showcase the Larkspur Executive Tool at the Excel 401(k) Conference
Come meet us at this year’s Excel 401(K) The Advisors’ Conference, where we will be showcasing our recently released Larkspur Executive tool along with other advisor tools we have to...Read More
What the Trump Executive Order on Retirement Means for Advisors and Plan Sponsors
President Trump with his Executive Order on Retirement plans expanded the horizons of better retirement to many people who before had no chance to retire comfortably and securely. It helps to close the gap between many employees working for small companies which do not have the ability to set up an internal retirement plan for their workforce.