15 Weekly Stats: Week of September 24, 2018
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...Read More
5 Articles for your weekend reading list: September 8-9, 2018
Here are five suggested articles to read this weekend: 1. What are Unitized Model Portfolios and Why Should 401k Advisors Care? – Unitized model portfolios are getting an increased amount of attention from...Read More
5 Articles for your weekend reading list: August 3, 2018
Here are five suggested articles to read this weekend: 1. Cryptocurrency Comes to Retirement Accounts – While debate continues to rage over the efficacy of investing Bitcoin and other so-called...Read More
15 Useful Weekly Stats for Financial Advisors: Week of July 16, 2018
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...Read More
Grow Your Plan Sponsor Business with 401kFiduciaryOptimizer, an Innovative Retirement Plan Diagnostics Tool (Financial Advisor Magazine)
RiXtrema found that plan sponsors and their advisors can save billions for the participants, Financial Advisor Magazine writes. You can unlock your share of that and grow your plan sponsor...Read More
You Need a Process To Win More Plans
Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing the costs and benefits of a retirement plan, then...Read More