How to Start (or start over) with Social Media Marketing as a Financial Advisor
Financial advisory clients are increasingly turning to social media to streamline, and even help manage, their investment portfolios. This leaves many advisors out in the cold if they have not...Read More
Top 5 Larkspur-Rixtrema Blog Posts for May 2018
5. How Much Do You Really Know About Avoiding Fiduciary Liability? If you are a plan fiduciary, then under the Employee Retirement Income Security Act of 1974 (ERISA), fiduciaries can...Read More
Steps a Financial Advisor can take to become a thought leader in the digital era.
Source: TheDigitalFA Quite a bit of jargon exists in the financial services industry, and the term thought leadership now falls squarely into that category as well. But thought leadership is more...Read More
5 Signs indicating that you might have fiduciary liability.
In order to avoid fiduciary liability, you, as a fiduciary, should pay attention to the expenses of the 401k plan you provide, and its performance, therefore: If the funds provided...Read More
13 Questions Retirement Plan Advisors Should Ask Plan Sponsors
Retirement Plan Advisors usually have their own personal methods and strategies in their business practice when approaching retirement plans. Advisors who represent the interests of retirement plans must take on...Read More
Quick Guide: Asking Plan Sponsors the Right Questions
One of the first things to keep in mind (as they say in the legal profession) is that often the best kinds of questions to ask are ones that you...Read More