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

Deliver Amazing Value Proposition with 4+ million HNW prospects

  We have changed the way advisors use risk management and prospect. These processes used to be artificially separated workflows...

Use Portfolio Crash Testing & Unorthodox Prospecting Techniques to Win Clients

Over the years we have developed an extensive database of 401K plan menus and the contact information for executives that...

4 Simple Tips 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...

Build Familiarity With Your Prospects

One of the easiest ways to start a relationship in the absence of any face-to-face contact is to build familiarity....

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...

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...

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...

Steps a Financial Advisor can take to become a thought leader in the digital era.

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...

The Ultimate Guide: Becoming an Expert on 404c Safe Harbor For Your Plan Sponsor Clients

Do You Really Qualify For 404(c) Safe Harbor From Liability? Summary: Under ERISA plan sponsors or advisors who exercise discretionary authority...

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...