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PLANADVISER Practice Benchmarking Survey |
As a retirement plan specialist, do you think the field is increasingly competitive? Are you concerned about fee compression or an industry race to the bottom? How do you measure profitability and success? If you struggle with any of these questions, you are far from alone.
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Talking Advisory Industry Disruption with America’s Best 401K |
The direct-to-sponsor firm proudly brands itself as an advisory industry disruptor, boasting fast revenue growth and a 30-day average sales cycle; we sit down with lead strategy officer Josh Robbins for a frank conversation about what comes next for the company and its “traditional” competition.
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Diverse Buyers Capitalize on ‘Fragmented, Dispersed’ RIA Market |
Cerulli categorizes consolidator firms into three segments, and “The merits and drawbacks of each segment’s business model will often depend on the adviser’s motivations for affiliating with a larger partner.”
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Advisers Are Apparently Ignoring Cybersecurity Threats |
Only 27% of RIAs surveyed by TD Ameritrade suggest that “cybersecurity issues,” even when very broadly defined, are likely to impact client portfolios during 2018; experts suggest this is just wishful thinking.
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Retirement Plan Technology and Security Landscape Evolves Quickly |
A new Corporate Insight report offers a brief history of the development of financial services technology security measures introduced since 1996—delivering for retirement plan fiduciaries important contextual information about today’s evolving best practices.
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Home Offices Must Get More Active In Staff Succession Plans |
Troubling, many of the companies that say they have formal succession planning programs in place in truth dedicate very few hard-dollar resources, if any, to help.
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Top Adviser Teams Practice True Collaboration |
More than 60% of advisers say they work within a team structure, yet only one-third of teams regularly collaborate in their daily decisions and processes.
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