5 Articles for the Financial Advisor Weekend Reading List: December 1-2, 2018
Here are five suggested articles for financial advisors to read this weekend: 1. Analyzing Yield Curves to Position Your Clients’ Portfolios – The recent equity selloff has dropped S&P 500 10.2%...Read More
5 Articles for the financial advisor weekend reading list: November 17-18, 2018
Here are five suggested articles for financial advisors to read this weekend: 1. Building The Five Pillars Of SEC Cybersecurity Requirements As A (Registered) Investment Adviser – Over the past few years,...Read More
401kFiduciaryOptimizer Infographic
401kFiduciaryOptimizer moves the needle for advisors plan practice! Their success in getting appointments with CFOs stems from this simple fact. 401kFO uses sophisticated quant algorithms to optimizer three things that...Read More
Top 5 Larkspur-Rixtrema Blog Posts for September 2018
Here are the most popular blog posts for the month of September 2018 from the Larkspur-Rixtrema team. Be sure to catch up on this month’s top articles: 5. How to...Read More
5 Articles for your weekend reading list: August 18-19, 2018
Here are five suggested articles to read this weekend: 1. 401k Advisors Who Ignore Financial Wellness Risk Losing Business – 401k plan participants want help getting their finances in order, and...Read More
Why prospecting through social media is a must for financial advisors
We all know how important it is to upkeep prospecting techniques if we want to grow our business. The majority of advisors who became successful in the industry are able...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
How 401kFO Software Helps Improve Diversification As Required By 404(c)
Recall that a good Investment Menu under 404(c) is the one that helps “minimize risk of the overall portfolio and minimize risk of large losses”. According to Modern Portfolio Theory...Read More
Top 5 Larkspur-Rixtrema Blog Posts for May 2018
5. How Much Do You Really Know About Avoiding Fiduciary Liability? If you are a plan fiduciary, then under the Employee Retirement Income Security Act of 1974 (ERISA), fiduciaries can...Read More
5 Signs indicating that you might have fiduciary liability.
In order to avoid fiduciary liability, you, as a fiduciary, should pay attention to the expenses of the 401k plan you provide, and its performance, therefore: If the funds provided...Read More