Luckily, Planisphere is equipped with a very handy search engine, which will provide you a lot of flexibility in your searches and prospecting.
Our client is able to review and analyze virtually every defined contribution plan in the country using the Larkspur Executive. They specialize in acting as a fiduciary to the plan and helping plan sponsors to avoid fiduciary liability themselves. When hunting for new prospects they
Our client can reach out directly to thousands of HNWI leads using our POW 2.0 tool. They can even create a risk diagnostic report on the lead’s 401(k) plan using our Portfolio Crash Tester.
With the new millennia we crossed the point of no return where technology will be driving growth and prosperity. It is easy to see it happening all around us almost every day. There are new Google, Amazon, Netflix, Uber like companies that appear in different
401kFiduciaryOptimizer has a hidden tool providing information on average advisory fee based on the plan assets and zip code of the plan the advisor is working on. It’s called Fee Benchmark and it can be found at the very bottom of the Edit Plan section: It shows
The fiduciary rule we all hear about reminds me of a roller coaster ride: first it seemed imminent after the regulation was initially created under the Obama administration, then President Trump issued a memorandum that attempted to delay the rule's implementation, then the newly appointed
Investment Fiduciaries typically have a close, ongoing relationship with their 401(k) plan. They consult plan participants and employers how to make better investments out of their retirement plan contributions and afterwards they pledge to continue monitoring the investments and assess their prudence over time. Still that is
Here are the most popular blog posts for the month of July 2018 from the Larkspur-Rixtrema team. Be sure to catch up on this month's top articles: 5. Financial Advisor Tools: How to Prepare Your Client For a 'Perfect Storm.When it comes to risk, a financial
Being a fiduciary can be a deciding factor in the minds of many people who will be looking for the financial advisor since it would a sigh of relief to know that the person who you entrust your money with will be acting responsibly to
With the June 13 deadline looming for the DOL to appeal to the Supreme Court and seek permission to argue its case fast approaching; various viewpoints have been mentioned in publications over the past few weeks. Here is a short overview of what people have