Happy Friday, readers! Managing a retirement planning practice means balancing priorities and budgeting time. Sometimes the focus is on selling and business development. Other times, client service comes to the fore, or it becomes necessary to take a step back and reconsider one’s strategic perspective. Collected below is a series of helpful and timely articles that can help your practice move ahead efficiently and effectively in 2020. We hope you share some of what you read with a client or colleague.
A look at the results of the PLANADVISER Practice Benchmarking Survey between 2011 and 2019, showing some areas of significant evolution in the way advisers build and run their practices.
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Fee compression hit recordkeepers first, then asset managers. Advisers are next, experts agree, but they can learn some important lessons from their service provider partners.
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