Connect with:
Monday, August 2, 2021

Reasons Why Retirement Plan Advisors and Providers Need to Work Together

An article from Investment News discussed the need for Retirement Plan Advisors to change their approach and the way they work with providers. The article goes on to list several reasons why this is necessary; including the fact that “more assets are moving into target-date funds and passive investments”. The need for marketing is underlined because support from providers is not guaranteed. The article mentions going beyond simply marketing to a provider and stresses the importance of a close working relationship between the two parties. Finally, it is important to note that it is a two way street where advisors are not the only ones who need to make an effort and providers should give the right tools to them for a mutually beneficial partnership.

You can read the full article here.


It’s nice to meet you.

Sign up to receive awesome content in your inbox, every month.

We don’t spam! Read our privacy policy for more info.

%d bloggers like this: