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

15 Weekly Stats: Week of September 3, 2018

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

Why 401k plan fee benchmarking should be important to every Plan Fiduciary

Financial Advisors and 401(k) Plan Fiduciaries have been long obligated to explain or justify their fees, based on the scope...

5 Articles for your weekend reading list: September 1-3, 2018

Here are five suggested articles to read this weekend: 1. Companies Without a 401k Miss Out on Top Talent– The spotlight’s...

How financial advisors can turn a cold call into a discussion of value

Webinar from 10th of May 2018, showing how Prospect of Wealth allows you to find High Net worth individuals in...

Your 1 minute case study on 401K Retirement Plans: Improving 404(c) Diversification

For this week’s Larkspur-RiXtrema case study, we’re going to take a look at a plan’s investment menu and how we...

15 Weekly Stats: Week of August 27, 2018

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

5 Articles for your weekend reading list: August 25-26, 2018

Here are five suggested articles to read this weekend: 1. More Young Participants Committing 401k Faux Pas – Early withdrawals from 401ks...

What SEC Best Interest Proposals Mean for Investment Advisors

In April, the Securities and Exchange Commission issued three proposals concerning the standards of care for investment advisors and broker-dealers....

Video: Learn About Portfolio Crash Testing in 4 Minutes

Stress test your clients’ portfolios. Learn how to educate clients about risk/return tradeoffs. Gain new clients by showing prospects the...

Risk Modeling in the Past and Future with Portfolio Crash Testing

The previous blog posts (From Client to CEO: Does Portfolio Crash Testing Really Work? & The Proof Is In The...