In its first annual study of advisors and the 401(k) market, Vestwell found wealth managers are interested in the space but going about it all wrong.
The firm demonstrated the their latest offering, a 401(k)-specific tool for advisors working with retirement plans. The new tool helps automate data collection and speed up advice delivery.
Or is going in person just a waste of clients’ time?
Baird partners with Bernard Health to provide advisors access to healthcare planning.
It accepted the value of only 39 percent of the items presented.
Women account for just 9 percent of CEOs and 8.6 percent of CIOs at family offices.
Everything comes with a cost.
