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2019 PLANSPONSOR Adviser of the Year Nominations Close Friday |
The nomination process is still open for the 2019 PLANSPONSOR Retirement Plan Adviser of the Year Awards, but not for long! The nomination form will only be available through Friday at 11:59 p.m. EST.
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The Roll of the Adviser |
It’s back to the old days for advising on rollovers, right? Maybe not. The Department of Labor (DOL)’s revised fiduciary rule, vacated by a 5th Circuit Court of Appeals mandate in June, no longer applies—but don’t be surprised if it has a lasting impact on how plan sponsors scrutinize rollover advice from advisers.
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Advisers Need to Focus on Relationship Management, Vanguard Says |
This means building trust by underscoring that they are acting in the client’s best interest and also getting to know them personally.
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How Advisers Can Expand Their Prospecting Methods |
With all of the lawsuits being filed against retirement plans, sponsors are more likely than ever to look for an adviser who can help them with their fiduciary responsibilities, says Brian Hart, president of Flackable, a public relations and digital marketing agency in Philadelphia. “Now is the time to invest in prospecting,” he says.
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Future Faces of Advising |
As a whole, the retirement plan industry needs to figure out a way to attract women and minorities to join the field, according to speakers at the 2018 PLANADVISER National Conference.
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