Are you one of the 52% of advisors who have changed their fee structure within the past four years? Research from the SEI Advisor Network has revealed a notable shift in the attitudes of both advisors and consumers.

Curse of Knowledge Three simple words can help us understand the problems many advisors face as they attempt to engage their clients toward retirement success: Curse of Knowledge.[1] Advisors know so much about their own world that they forget the context of those they seek their help and end up...

Yesterday, the Department of Labor announced a 60-day delay for the implementation of the fiduciary rule. This decision moves the implementation date from April 10 to June 9. While this is only a delay and not a repeal of the rule, the delay was the give the DOL time to comply with President...

Remote work is becoming more and more a necessity. The needs we had yesterday are different than the ones we have today. The world is changing like never before.

Whether you are brand new to TRAK retirement planning software or a seasoned user just trying to learn something new, we are pleased to offer a variety of support and training resources to you to help you get comfortable with the software. I want to run down all the options that are available to you.

After 33 years of developing retirement planning software, answering support calls, attending trade shows, developing updates, and designing new tools, we thought it was time to start sharing many of the amazing stories we have encountered. So we started a podcast to let advisors tell their stories.

The most powerful force in the Universe is compound interest. - Albert Einstein  In 1984, the Portland Trailblazers selected Sam Bowie over Michael Jordan as their draft pick—and as the saying goes, the rest is history. Although Sam Bowie was a terrific 7’3” center, his name has long been...