4 Reasons for Financial Advisors to Implement a Newsletter Email Campaign
A recent article listed the biggest reasons that advisors cite for why they have implemented newsletter marketing campaigns via email. Lets take a look at several of the key points: Cheap...Read More
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
Post DOL Fiduciary Rule Regulatory Challenges
The DOL Fiduciary Rule is dead. All we know is that something will replace it, someday. Maybe. As this article from InvestmentNews points out, that leaves advisors in a state...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
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
8 Tips for Financial Advisors to Enhance their Website & Convert Visitors into Clients
In the digital age personal and business websites have become as common as having printed business cards. This further poses a need for financial advisors to have a well designed...Read More
10 Hidden Features of Larkspur-Rixtrema You Need to Know About
Ten hidden features from various Larkspur-Rixtrema tools for financial advisors
How to Create Tremendous Savings For Plan Participants Without Reducing Your Fees
ERISA based litigation is exploding. Targets of litigation include both large and medium sized plans. Legal challenges against Anthem, Boeing, Lockheed Martin, International Paper, MassMutual & Ameriprise are only some...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