Red Flag: Do 401k Plans Need a QDIA?
What is QDIA? Why is QDIA important? What are the characteristics of a QDIA? Does a plan have to have a QDIA? What are the requirements of the plan sponsor?...Read More
Suggested New Client Questions for Financial Advisors
There are a lot of questions must be asked by advisors when they meet with a qualified prospect or a new client. Here are a few that are quite important,...Read More
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....Read More
11 Client Acquisition Tips for Financial Advisors
Blog, blog, blog Be Original Having a Target Market Makes you Memorable! A Bit of Networking can go a Long Way Know Your Numbers Modernize Improvise Hold a Free Seminar...Read More
How Vanguard is Staying Competitive with Robo Advisors
The financial industry like other sectors of the economy keeps evolving and new trends surface every 5-7 years. The latest new big trend that emerged over the past few years...Read More
Active vs ETFs: Do active funds give you what you pay for?
Most fund managers justify the higher fees associated with the fund by explaining that their skill will allow them to deliver better results than the index. We have taken a...Read More
9 Epic Content Marketing Implementation Points For Advisors Like You
Today I would like to review a great book that changed the way I approach marketing and in fact revolutionized our business. I am talking about Epic Content Marketing by...Read More
The Importance of Helping Plan Participants During Market Volatility
It is easy to feel good when the market is always in the positive trend, when a volatility is muted and does not bother investor staying most of the time...Read More
Top 10 Articles from the Larkspur-Rixtrema Blog in 2018
Here is our top 10 countdown of the most popular articles from the Larkspur-Rixtrema Blog for 2018: 10. How to facilitate a conversation about risk & obtain better portfolio outcomes...Read More
5 Articles for the Financial Advisor Weekend Reading List: December 15-16, 2018
Here are five suggested articles for financial advisors to read this weekend: 1. Post DOL Fiduciary Rule Regulatory Challenges – The DOL Fiduciary Rule is dead. All we know is that something...Read More