When Wasteful Plan Fiduciaries Tell You That Savings You Propose Are Not “apples-to-apples”
When it comes to bringing a needed change to a retirement plan, there will usually be a fair amount of push-back from the third-party administrator or a plan’s record-keeper...Read More
5 Articles for the Financial Advisor Weekend Reading List: December 8-9, 2018
Here are five suggested articles for financial advisors to read this weekend: 1. The Latest In Financial Advisor #FinTech (December 2018) – Welcome to the December 2018 issue of the Latest News in...Read More
How Continuous is Continuous? Reasons Quarterly Review is Not Enough After Tibble vs Edison
As a fiduciary to an ERISA plan a few years ago you could have been forgiven to think that you are not responsible for decisions that were made long before...Read More
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
Featured Advisor Interview: How to Relate to Clients & Work with Plan Sponsors
Nick Fuller is the owner of Fuller Wealth Management based out of Tempe, AZ. Read the full interview to learn more about the importance of talking risk with clients, working...Read More
Advisor Interview
Interview with Nick Fuller: We are a Fiduciary by Choice! Luke: Thank you again Nick for joining us for the interview. Before we begin could you give us a...Read More
10 Articles for the Financial Advisor Thanksgiving Weekend Reading List
Here are ten suggested articles for financial advisors to read this Thanksgiving weekend: 1. End-Of-Year Medicare Planning Opportunities During The Open Enrollment Period – The final weeks of the year are some...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
5 Articles for the financial advisor weekend reading list: October 27-28, 2018
Here are five suggested articles for financial advisors to read this weekend: 1. Eight Reasons a Financial Crisis is Coming – It’s been about 10 years since the last financial crisis. FocusEconomics wants...Read More
What Can You Do As a Retirement Plan Advisor to Help Plan Sponsors?
According to Fidelity’s most recent plan sponsor attitude’s survey, we know that 92% of plan sponsors do use a plan advisor. It’s also been shown time after time, that having...Read More