Is 2022 the Year Advisors Adopt Nontraditional Fees?
In the past much has been said about the efficiency of the traditional Assets Under Management (AUM) structure, based on a high minimum level of assets, but without a single fee model suitable for every client and advisor.
With Reg BI comes New Compliance Liability
When it comes to compliance, companies need to tailor their procedures and policies to the specific context in which the firm operates.
31st Annual Retirement Confidence Survey
Are workers delaying retirement because of the pandemic? What about those who currently work with financial advisors? The closer to the end of their working life, the more people start...Read More
Cybersecurity Regulations
Retirement is an industry plagued with cybersecurity breaches. Everyone from recordkeepers to advisors are affected.
The Pandemic and Participants
«Most Americans (69%) describe themselves as proactive or planners—and 64% either have a plan or have thought in detail about how to afford their desired lifestyle in retirement».
Remain Prudent Amid the Outbreak
COVID-19 has disrupted everyone's lives and business and led to a lot of market volatility. Moreover, it has raised many questions about how to respond in a crisis; in particular how plan participants remain confident about their plan.