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

Case Study: Here is How a Prudent Process Approach Prevails

The Ask: How can I monitor my plan lineup to ensure that the funds selected are the best share classes?...

Chuck’s Gambit: Spend Your Tax Windfall Like We Tell You To!

On Monday, senate minority leader Chuck Schumer and senator Bernie Sanders wrote a New York Times Opinion piece that, quite...

How Cryptocurrency Can Still Take Over The Internet: Part II

In a previous post I explained why most of the common criticisms of cryptocurrency (and Bitcoin specifically) are off the...

More Advisors Now See Opportunity Instead of Competition in Technology

Financial advisors are less intimidated by the risk of technological progress taking their jobs rather than they were a few...

As a Fiduciary, How Well Do You Know Your Risk?

Recently FINRA has released its 2019 Risk Priorities and Examination Priorities Letter, where investment suitability remains its top priority. The...

Case Study: Finding Plans with the Highest Fees

The Ask Our client specializes in cutting out excess fees in retirement plans, so their ideal prospect is one that...

6 Things that Prospects and Clients Don’t Want to Hear from 401K Advisors

When it comes to communicating with your clients and prospects, it’s important to make sure you steer clear of certain...

How You can Answer the “What if” Question When it Comes to Your Client’s Portfolio

To an investor who’s trusted an advisor with their retirement savings, they aren’t just any ordinary person anymore. The fiduciary...

Case Study: Winning 401K Business by Knowing Who Is Around You

The Ask Our client recently launched his RIA business in the suburbs of Chicago. He is determined to grow by...

Where Cryptocurrency Lost Its Way & How It Can Still Take Over Internet

Bitcoin certainly flames the passions. Usually reserved academics start to sound like fiery pastors preaching against the evil one when...