Cover Story
A Step in a New Direction
Today’s business model may add wealth management and other services—how plan advisers make it work.
Reported by Beth Braverman
To access this premium content, please sign up for a free account!
You Might Also Like:
Staffing an RIA to Serve Small, Midsize Plans
An adviser leverages a strong back office, technology and careful selection of providers to serve an ‘underserved’ plan market.
More Than Half of Plan Advisers Expect to Use AI
Adviser practices using artificial intelligence may become a reality in the next 12 months, according to BlackRock surveying.
Sequoia Adds $1.6B Wealth, Plan Advisory Arm
Sequoia Financial Group will acquire Eide Bailly’s wealth management unit in exchange for an equity stake in Sequoia.