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Recent Articles by Author

Retirement adviser aggregators want teams, not individuals

Tips to help small advisers looking to sell or join a specialist.

Factors that determine a retirement plan adviser’s value

Why it's so hard to determine what a retirement plan business is worth?

FAANGS and other forces that could disrupt business for retirement plan advisers

Potential scenarios the retirement-plan community could soon find itself facing.

Future advice business will still require human touch for clients

Advisers should not fear being automated out of existence.

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