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

Your 1 minute case study on 401K Retirement Plans: A Rollover to an IRA Account

Regardless if your clients are plan sponsors or individuals who invest in their retirement accounts, as the advisor you can...

Staying Committed to the DOL Fiduciary Rule

The fiduciary rule we all hear about reminds me of a roller coaster ride:  first it seemed imminent after the...

15 Weekly Stats: Week of August 20, 2018

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

Why 401k Advisors need to embrace digital communication to appeal to clients

A recent article in the 401kspecialistmag focused on the importance of modern day methods of communication which need to be...

5 Articles for your weekend reading list: August 18-19, 2018

Here are five suggested articles to read this weekend: 1. 401k Advisors Who Ignore Financial Wellness Risk Losing Business – 401k...

Article Review: Rules Every Professional Fiduciary Must Follow

Being a fiduciary can be a deciding factor in the minds of many people who will be looking for the...

Selection of 401k Advisors through quantitative and qualitative measures

Fred Barstein in his short Fred TALK video explains the best strategies for picking a good financial advisor for your...

What is the current biggest worry for Plan Sponsors?

With Fidelity’s newest Plan Sponsor Attitudes survey released, we have a lot of great new data to take a look...

5 Things You Can Do Right Now to Be a Better Financial Advisor

How can one excel above the competition as an advisor? Here are five things you can start doing right now...

The Proof Is In The Pudding: How portfolio crash testing worked for me.

In the last post I discussed my history using Portfolio Crash Testing’s (PCT) big brother, Riskostat. Riskostat shares the same DNA...