Rogue 4-0 One: Can Robo-Platform Vestwell Help Advisors Defeat The Retirement Deathstar?
A long time ago in a galaxy far, far away… It was thought that when 401(k) plans were introduced to the universe, they would be a rebellious solution to fight the decline of company-sponsored pension plans. However, the numbers are in and they don’t look good for our heroes. According to the Bureau of Labor statistics, only […]
Can Financial Soundings Help Advisors Improve Their DC Plan Scalability?
The Defined Contribution (DC) Plan segment is attractive to many financial advisors as a hedge against volatile markets, since participants in DC plans supply a dependable stream of income, due to automatic deductions. More advisors are leveraging their relationships with employers to cross sell wealth management, group benefit, rollovers and retirement income services. As attractive […]