Posts by Daniel Satchkov

By the Numbers: 15 Stats, Facts, and Data You’ll Need to Know for the Week of 6/18/2018

Matt Meyer and Michael Robinson are founders of  The BluePrint Insurance Services. Their mission is to be the premier insurance partner...

The 4 Key Benefits of 401kFiduciaryOptimizer

  The thing that most financial advisors struggle with is differentiating themselves from the competition. The analysis provided by the...

A New Way to Provide Massive Aggregate Plan Savings

    Using 401k Similarity Based Quantitative Algorithm to Provide Massive Aggregate Plan Savings in Low Fee Alternatives Report The first...

What are the latest views, opinions and outlooks on the end of the DOL Fiduciary Rule?

With the June 13 deadline looming for the DOL to appeal to the Supreme Court and seek permission to argue...

Learn How Portfolio Stress Testing Works

Stress testing is front page news. The Fed stress tests banks, large institutions stress test their portfolios and now financial...

Smart strategies for advisors to attract millennials as clients.

1. Have the desire to work with the young generation. Aspiring to connect with new potential clients is the first...

Stress Testing As a Distinction Between Clairvoyants and Risk Managers

Stress Testing As a Distinction Between Clairvoyants and Risk Managers Bill Graham, the father of value investing and the co-author...

3 Advantages of Stress Testing vs. Traditional Risk Measures

What Is Stress Testing Portfolio Stress Testing is a useful method for determining how a portfolio will fare during periods...

How to Prospect for a Potential Business in Less Time with Plan Screener

401kFiduciaryOptimizer is equipped with the Plan Screener, which is a powerful search engine that allows users to screen for any...

The main reason stress testing is useful to advisors

Stress testing is widely used by institutional investors. However, with recent advances in computing power this tool has become accessible...