Retirement plan experts say people in this market are in need of advisers who are attuned to and understand their needs.
At the same time, more demand for financial advice has many retirement plan advisers looking to stay in the business
Advisers discuss the software their firms currently use, how they access client information, and how succession planning figures into the future of their practices.
According to the firm, the new suite of service offerings and tools will assist advisers across Ladenburg’s independent advisory and brokerage subsidiaries in achieving their strategic business goals through practice acquisitions and the development of continuity plans.
In an interview with PLANADVISER, Jerry Ripperger, vice president of consulting at Principal, highlights a new, fee website the firm has rolled out to help advisers and their clients explore the potential benefits of launching employee stock ownership plans as part of a broader ownership transition.