5 Articles for your weekend reading list: September 15-16, 2018
Here are five suggested articles to read this weekend: 1. A Post-Fiduciary Rule Rollover Playbook – The short-lived fiduciary rule provided that anyone who received compensation in connection with recommending a rollover would...Read More
Why 401k Advisors need to embrace digital communication to appeal to clients
A recent article in the 401kspecialistmag focused on the importance of modern day methods of communication which need to be integrated into every financial advisor’s strategy. The article goes on...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
The importance of “HENRYs” for Retirement Plan Advisors
Nowadays it seems that high earning millennials are a very popular topic for financial advisors, or more importantly the approach on how to appeal to them. 401kSpecialistMag remarks that they...Read More