Insights & Resources

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Focus On The Markets Q4 2021

October 22, 2021 | Author: James Jaramillo

Are we stuck in neutral, going in reverse or driving forward? Click “Watch Video” to view video with Finspire’s thoughts on the economy, labor market, inflation and more.

Retirement Plans Cybersecurity – How to comply with the new DOL guidance

October 19, 2021 | Author: James Jaramillo

Tune in as our expert panel reviews the impact of the recent cybersecurity guidance from the Department of Labor.

RPAs considering M&A should learn from RIA deals

September 23, 2021 | Author: Chris Karam

Retirement Plan Advisor (RPA) merger and acquisition activity trends continue into 2021. Improvement in RPA proficiencies could mean higher valuations. Click below to read the full write-up.

Focus On The Markets Q3 2021

July 20, 2021 | Author: James Jaramillo

Are the bulls leaving the rodeo or are the bears hibernating until next year? Click “Read More” to view video with Finspire’s thoughts on the market.

Fulfilling the fiduciary duty for managed accounts

July 13, 2021 | Author: James Jaramillo

Managed account may make economic and investment sense but are plan sponsors overseeing them appropriately? Click below to read the full write-up.

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