Fred Barstein
Fred Barstein, founder and CEO of The Retirement Advisor University and The Plan Sponsor University, offers insights on the business of retirement plan advisers.
Fred Barstein, founder and CEO of The Retirement Advisor University and The Plan Sponsor University, offers insights on the business of retirement plan advisers.
Shops that do plan administration have been getting snapped up recently, a trend that could disrupt advisers' businesses.
Ideas for meeting challenges of consolidation and data sharing.
Becoming an outsourced chief retirement officer could help combat fee compression.
Managing the firm's operations and employees appears to be the standout.
Advisers who don't prepare could suffer severe reputational harm.
Large regional firms and their specialist advisers seem to be in the regulator's cross hairs.
Content marketing is not an alternative to other forms of client prospecting.
Support for newbies dwindles as fees decline and profits shrink.
As firms try to limit their liability under the DOL rule, new problems have arisen.
Amid increased regulatory scrutiny and litigation, fees aren't likely to stabilize any time soon.
