slide_icon

Research and insight from retirement and risk experts at Larkspur-RiXtrema

3 Advantages of Stress Testing vs. Traditional Risk Measures

What Is Stress Testing Portfolio Stress Testing is a useful method for determining how a portfolio will fare during periods...

How 401k Advisors can Prospect for Potential Business in Less Time with Plan Screener

401kFiduciaryOptimizer is equipped with the Plan Screener, which is a powerful search engine that allows users to screen for any...

The One Reason Stress Testing is Vital to Financial Advisors

Stress testing is widely used by institutional investors. However, with recent advances in computing power this tool has become accessible...

Clear steps advisors can take to turn challenges into opportunities

Source: wealthmanagement.com Every advisory business experiences growing pains. But with margins tightening and competition for top talent at a premium, many...

Build Familiarity With Your Prospects

One of the easiest ways to start a relationship in the absence of any face-to-face contact is to build familiarity....

How to Start (or start over) with Social Media Marketing as a Financial Advisor

Financial advisory clients are increasingly turning to social media to streamline, and even help manage, their investment portfolios. This leaves...

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...

Steps a Financial Advisor can take to become a thought leader in the digital era.

Source: TheDigitalFA Quite a bit of jargon exists in the financial services industry, and the term thought leadership now falls squarely...

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...

Why 401k Participant Education is Vital for Plan Sponsors

A Plan Sponsor has many responsibilities. A good advisor can assist by helping the plan to reduce fees and meet...