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

Recent Study Shows 401k Participants Aren’t Sure of Their Own Portfolio Allocations

In a recent article by PlanSponsor.com, they referenced a survey by Legg Mason that reports that many 401k participants are...

10 Social Media Marketing Mistakes Financial Advisors Make and How to Avoid Them

More and more financial advisors are turning to social media marketing every day. More than 81% of financial advisors use social...

Larkspur Executive Infographic

Competition is getting ever tighter for financial advisors in the retirement plan space. With so much at stake, you cannot...

How will the 2018 Midterm Elections Affect You as a Financial Advisor?

The big news in the US this November, which was accurately predicted by virtually every reputable pollster and pundit who...

Ways to Help 401k Participants Understand the Risk of Their Portfolios

One of the most obvious ways to look at the risk of portfolio is by checking its standard deviation. Standard...

5 Articles for the financial advisor weekend reading list: November 10-11, 2018

Here are five suggested articles for financial advisors to read this weekend: 1. Benchmarking Target Date Funds Requires a Solid Baseline –...

What do clients really wish their financial advisors would ask them?

In a recent WealthManagement.com article, Matthew Regan wrote about some of the key questions that clients really wish their financial...

401kFiduciaryOptimizer Infographic

401kFiduciaryOptimizer moves the needle for advisors plan practice! Their success in getting appointments with CFOs stems from this simple fact....

Vital Tips to Offering Fiduciary-Friendly Rollover Advice

One fiduciary-friendly rollover advice can come in the form of the explanation why rollover would benefit a client. For example,...

The Importance of Making a Sample Financial Plan For Your 401k Clients

In his recent Periscope broadcast, Michael Kitces talks about the necessity to create a Sample Financial Plan for prospective and...