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

Case Study: Diversifying 401(k) Plans as a Great Prospecting Opportunity

The Ask: Creating a great proposal that will increase interest from your prospects should be ideal not only in terms...

15 Weekly Stats for Financial Advisors: Week of March 11, 2019

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

How Vanguard is Staying Competitive with Robo Advisors

The financial industry like other sectors of the economy keeps evolving and new trends surface every 5-7 years. The latest...

Case Study: What will Happen to my Client’s Portfolio if the Chinese Credit Market were to Explode?

The Ask:  It is a fiduciary duty of each advisor to protect investments of a client.  How can it be...

They are Watching You: The Evolution of AI in Public Spaces

Cameras are everywhere. They are always watching you. We know this. In the US, it seems every outburst is caught...

Main Reasons for 401(k) Advisors to Collaborate with Benefits Brokers

Benefits brokers’ responsibilities are very similar to those of retirement plan advisors; they are responsible for supervising any issues related...

5 Ways to Explain Fiduciary Duty to Your Prospects and Clients

There’s a lot of talk out there on what it means to be a fiduciary and how it is beneficial...

Case Study: Growing Your 401k Business with the Right Prospecting Strategy

The Ask: Every advisor is constantly thinking about ways to grow their business. There are many options available to achieve...

New Fiduciary Rule Introduced in Maryland

Lawmakers in Maryland have recently introduced a new bill (Senate Bill 786) called the Financial Consumer Protection Act of 2019....

Case Study: Create the Ultimate Optimization Report for a Plan Sponsor

The Ask: In order to create a winning proposal for a prospect, you need to make sure it includes all...