White Papers

white paper

« Back to White Papers

Building a Balance: Scaling your business to serve plan sponsors and wealthy clients

May 31, 2019


By Voya Financial Advisors and InvestmentNews

For retirement plan advisors who do minimal or no personal wealth management business, and for advisors who primarily serve individuals and families, there is a strong business case to be made for expanding into each other's market. This white paper explains the advantages of doing so for each type of advisor -- as well as how the moves can be best accomplished.

download image

Share your research with the investment community and stand out as a thought-leader.
For more information on posting your research on our website, contact Mark Bruno at (212) 210-0116 or mbruno@investmentnews.com.

You may contact us to opt-out of the sharing of your personal information with third parties for marketing purposes at any time by sending an e-mail stating this preference and including your full name and e-mail address to customerservice@investmentnews.com or, if you are a print subscriber, please call 1-877-812-1589.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.