Financial Predictions for 2024
New Year, New Economy Major financial and geopolitical risks loom over the global economies, but there is little consensus about the outlook for 2024. Nowhere is this clearer than among the...Read More
SECURE 2.0: Over-Rated or Game-Changing?
The SECURE 2.0 Act was signed by President Biden on December 29, 2022 as part of the Consolidated Appropriations Act (CAA) of 2023.
Portfolio Reallocations Are on the Way
Financial advisors are increasingly drawn to alternative investment strategies as a means of navigating an economic environment that appears fraught with potential pitfalls.
Work Around The Gatekeeper. Why Not Work with them?
Sending out your first marketing emails is important, but it's often not enough in itself. Releasing a campaign is one thing, but you also need to keep track of how many emails were read and when.
What Are MEPs And How Can They Help You?
According to investopedia, an MEP or Multiple employee plan is a retirement savings plan adopted by two or more employers that are unrelated for income tax purposes, as defined by the Internal Revenue Service (IRS) and the U.S. Department of Labour (DOL).
Being Proactive Is Crucial for Advisors
Given that the financial advisory industry is short on specialists, the industry needs to improve its diversity and inclusion efforts to attract and retain employees from different groups.
A little Bitcoin in your 401(k)? The DOL Isn’t So Sure
It should come as no surprise to anyone familiar with crypto that the government has, at best, been skeptical about digital currency and its benefit to ordinary Americans.More recently, the DOL has expressed concern that cryptocurrencies are to be added to so-called alt-401(k)s.
SECURE Act 2.0
The Secure Act 2.0 increases the required minimum distribution age to 73 starting in 2022, the age to 74 in 2029 and 75 in 2032. The original secure act expanded eligibility for long term, part time workers to contribute to their employers 401(k) plan.
Five Mistakes in Using Larkspur Executive
Many advisors are looking to grow their business faster, that’s why they use Larkspur Executive Suite. Getting the most out of it requires some know how. So, Let's take a look at several common mistakes that new users of Larkspur Executive PRO how to avoid them
3 Powerful Pieces of Wisdom from Retirement Specialists
So, in preparation for some neat new features, RiXtrema will be launching in the coming weeks, I interviewed some of our clients (retirement specialists). With a little additional independent research, I found some useful tips as to how advisors exploit a competitive advantage to convert leads into clients. Basically, I explored answers to two questions:What does it take to win a 401k plan sponsor? How do retirement advisors unseat an existing plan sponsor provider