15 Weekly Stats for Financial Advisors: Week of February 18, 2019
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
15 Weekly Stats for Financial Advisors: Week of January 28, 2019
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
15 Weekly Stats for Financial Advisors: Week of January 21, 2019
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
15 Weekly Stats for Financial Advisors: Week of January 7, 2019
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 the Financial Advisor Weekend Reading List: January 5-6, 2019
Here are five suggested articles for financial advisors to read this weekend: 1. When Skynet Runs Beauty Contests: Watch Out! – When reading the headlines of today’s financial press, which...Read More
15 Weekly Stats for Financial Advisors: Week of January 1, 2019
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
Why aren’t Millennials Turning to Financial Advisors?
From a recent article from Business Wire, we learned about a YCharts survey on millennial saving patterns. More than half of all millennials are saving 12% or more of their...Read More
7 Exclusive Case Studies on 401K Retirement Plans for Financial Advisors
Here at Larkspur-RiXtrema, we firmly believe that our software tools are extremely powerful and can help out advisors in so many ways. Here are a few case studies we’ve done...Read More
What is the Fiduciary Outlook for Financial Advisors in 2019?
While 2018 had the end of the DOL rule, it doesn’t mean that regulation for 401(k) plans and advisors has gone away. With the SEC’s rule incoming in 2019, and...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