Resulting in more RPA turnover and due diligence.

Technology innovations have made it easier than ever for non-retirement-expert advisors to offer retirement solutions. 

The intellectual case for getting rid of tax-advantaged retirement plans is strong, and the political case is catching up.

And how that will change the business models of advisors.

TIAA IRA customers paid more than $900,000 in combined expenses that could have been avoided by investing through a “brokerage window” with lower-cost share classes, according to the regulator.

Anya Coverman, president and CEO of the Institute for Portfolio Alternatives, talks about potential policies at the federal and state levels that could stem advisors’ ability to use alternative investments in client portfolios.