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Research and insight from retirement and risk experts at Larkspur-RiXtrema

Will Open MEPs Lead to More Opportunities for Financial Advisors?

President Trump with his Executive Order on Retirement plans expanded the horizons of better retirement to many people who before...

Overcoming Digital Marketing Barriers as a Financial Advisor

According to a recent article from financial-planning.com, financial advisors are falling behind in the digital era of marketing. The key...

How to Find and Use the Fee Benchmark Feature of 401kFiduciaryOptimizer

401kFiduciaryOptimizer has a hidden tool providing information on average advisory fee based on the plan assets and zip code of...

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...

3 Steps to Growing Your Financial Advisory Practice With Portfolio Crash Testing

What is Risk Management? Risk management is top of mind for RIAs and their clients these days. No longer an...

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...

15 Useful Weekly Stats for Financial Advisors: Week of December 3, 2018

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

On Risk Tolerance and Broken Noses

From risk systems for advisors to algorithms used by robo-advisors, quant risk management has gone mainstream. These systems have gone...

4 Simple Tips for Advisors on How to Make Portfolio Diversification Easier

Know your client: Ask about risk aversion and financial goals. The portfolio diversification should be based on the risk aversion and...

5 Articles for the Financial Advisor Weekend Reading List: December 1-2, 2018

Here are five suggested articles for financial advisors to read this weekend: 1. Analyzing Yield Curves to Position Your Clients’...