Trendspotting
Fidelity Plays Hardball
The firm will charge new sponsor clients that choose Vanguard products
Reported by
John Manganaro
To access this premium content, please sign up for a free account!
You Might Also Like:
PLANADVISER Webinar: Elements of an Effective Recordkeeping Partnership
Experts emphasized the importance of client service tools and weighed in on recordkeeper expansion into financial wellness.
Fiduciary Decisions’ Retirement Plan Services Are Revamped
The new and enhanced products include on-demand fee monitors and benchmarking reports.
iJoin, Manifest Partner for Retirement Account Consolidation
The companies claim plan participants can find and transfer retirement accounts in under 10 minutes.