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The Odd Couple: Bettering the Relationship Between Advisers and Recordkeepers
Transparency is key for fruitful service provider partnerships, according to experts at the PLANADVISER 360 Conference.
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.
Vanguard Lowers Expense Ratios on 52 Funds for Retirement Plans
The funds are part of a total of 84 share classes that received reductions.
