Convergence of retirement and wealth management is next ‘battleground’

The ultimate goal is to engage all 401(k) participants by offering in-plan financial advice.

Are record keepers friend or foe to 401(k) advisers?

Record keepers are offering services to retirement plan participants that are raising the hackles of RPAs.

Blockchain will upend the 401(k) market

The technology has the potential to change and improve how advisers do business.

Retirement adviser aggregators want teams, not individuals

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

Fewer record keepers could be a problem

Advisers say mergers among big-name providers is not inherently bad news, but worry about a smaller number of record keepers.

DOL set to give 401(k) advisers' businesses a boost

Labor's proposed rules on multiple-employer plans would let advisers aggregate clients in a single retirement plan.

Retirement plan advisers must weigh aggregator options

Consolidators offer many different models and procedures.

401(k) robo-revolution is underway

Could human advisers be displaced as digital-advice firms use technology to deliver services to plan sponsors and participants?

Passive target-date funds? No such thing

Glide path requires active decisions from a manager.


InvestmentNews’ Retirement Plan Adviser features insightful stories on the issues and trends that affect plan advisers, as well as commentary from industry thought leaders. In addition to editorial content, InvestmentNews produces events and research aimed at helping plan advisers better serve existing clients and attract new ones.

Greg Iacurci

Greg Iacurci

Reporter, retirement plan advice


Subscribe to our retirement plan adviser newsletter

Print Edition

July 22, 2019

Table of Contents >>

Archive >>

Download Now

Available to subscribers only


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 It'll help us continue to serve you.

Yes, show me how to whitelist

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