Why Advisors Should Focus on Podcasting
Digital marketing is an essential aspect of any financial advisor’s business strategy. With the proliferation of digital media channels, it’s more critical than ever to…
Excessive Fee Litigations: Reckless Allegations
Excessive fee litigation against retirement plan fiduciaries and service providers has grown from a one-off event into a cottage industry….
Dos and Don’ts of Managing Investors Cash
During these historical and unpredictable market conditions, the issue of safety has become paramount and investor attention turns to safety….
Bridging Those Market Valleys
What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two…
The Target Date Replacement
What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two…
The Best Way to Make Your Retirement Funds Work for You
What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two…
Capturing Your Fair Share of Stock Markets
What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two…
Always Having Cash When You Need It
What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two…
Prudent Asset Allocation Case Study
What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two…
Adviser Marketing: Standing Behind Endorsements
What Does the Adviser Marketing Rule Cover? The SEC recently published new rules on adviser marketing that became effective in May of 2021. The new…