Cerulli Questions Common ‘Fiduciary Rollover’ Narrative
Cerulli Associates does not anticipate a slowdown in adviser-mediated
rollover activity in the foreseeable future—whether or not a strengthened
fiduciary rule is approved by the DOL.
Tag: Selling/Practice Management
PANC 2015: Keys to Profitability
Executives discuss how to move beyond just assessing assets under advisement to properly gauging services, time, effort and fees.
PANC 2015: Leading Edge Technology
The rapid progress of tech advances has
brought a dizzying array of applications and software that helps plan advisers
to be more efficient and profitable.
PANC 2015: Micro Plans
Moving down market can be lucrative, executives say.
PANC 2015: DC in Perspective
Advisers play a vital role in
helping plan sponsors navigate the changing retirement landscape.
PANC 2015: How to Ask for Referrals
Relationships, conviction and the right approach (and perhaps a round of
golf) are key to getting that referral.
PANC 2015: Adding Wealth Management to Your Practice
Executives provide practical and legal tips for adding wealth management to your practice.
PANC 2015: Surveying Your Clients
Executives discuss the key questions advisers should ask plan sponsors every year.
PANC 2015: Broker/Dealer and OSJ Evolution
The choices for retirement plan advisers to find support in the form of home office are increasing.
PANC 2015: Recordkeeper Partners Critical to Success
Two senior retirement industry executives—one from an advisory firm and one from a recordkeeper—discuss how the two types of service providers can work together for better plan sponsor outcomes.
PANC 2015: Top Trends
Taking a more holistic view of benefits, coping with the “longevity disconnect” and improving pension risk management were topics for retirement industry experts at PANC 2015.
PANC 2015: “Industry Insights”
Pensionmark and CAPTRUST executives talk about their strategic partnership.
Participants Welcome More Contact With Plan Providers
Younger investors are especially interested in learning more about other products.
DCIO Providers Evolving With Adviser Demographics
Cerulli outlines DCIO firms’ top concerns regarding retirement
specialist adviser demographics.
Generation X Fights for Most-Affluent Title
The number of Generation Xers considered affluent is now
higher than the number of Baby Boomers.
Don’t Be Intimidated by Independence
It’s not for everyone, but one advisory firm founder says
most retirement specialist colleagues are well suited for the move to
independence.
Social Advisers Continue Spiraling Up
More assets and new clients gained by using social media, and it’s not just LinkedIn.
Retirement Specialist Advisers Gaining Serious Clout
Already controlling half of the assets in the adviser-sold
DC marketplace, according to Cerulli Associates, retirement specialists are
turning up the heat.
Rainmakers, Support Hogs and Other Adviser Types
In the digital world advisers do things differently,
depending on their type.
Changes Ahead for Wholesaler Teams
The latest research from global analytics firm Cerulli Associates finds that the advisory industry’s external wholesaler headcount will begin to decline through 2020.