Posts by Daniel Satchkov

The SEC Enforces Share Class Disclosure

According to Drinker Biddle & Reath’s lawyers, the SEC’s Enforcement Division has started investigations against companies that didn’t self-report in...

A Blockchain is Not a Blockchain: The Tremendous Difference Between Decentralized and Decentralized Blockchains

When it comes to social impact of cryptocurrencies and blockchain, there are two schools of thought. One says that a...

How Advisors Can Connect With Different Types of Clients

Advisors work with their clients to achieve some of the most important goals in their lives by building the financial...

15 Weekly Stats for Financial Advisors: Week of April 15, 2019

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

6 Best Practices In Client Communication For Financial Advisors

In our modern world, there are tons of ways to keep up with your clients and even prospects, and we’ve...

3 Reasons Why Google’s Days May be Numbered: A Book Review of Life After Google by George Gilder

George Gilder, as an investment expert, certainly had his ups and downs with an emphasis on downs. He is remembered...

Case Study: Working with Non-Audited Plans in 401kFiduciaryOptimizer

The Ask The 401kFiduciaryOptimizer is a great tool to analyze 401(k) plans, but it works mostly with audited plans with...

DOL Rule Fiduciary 2.0: What’s happened and What’s coming?

The fiduciary rule was initially supposed to be implemented on April 10, 2017 with a phasing-in period until January 1,...

Funding a 401(k) Vs. IRA: Which is More Preferable?

Choosing the right strategy for retirement savings is a challenge. Jamie Hopkins, the Director of Retirement Research at Carson Wealth,...

Red Flag: Do 401k Plans Need a QDIA?

What is QDIA? A Qualified Default Investment Alternative (QDIA) is default investment option chosen by the company and given to...