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.

Retirement plan advisers must weigh aggregator options

Consolidators offer many different models and procedures.

Retirement adviser aggregators want teams, not individuals

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

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.

Growing pains for 401(k) advisers

Support for newbies dwindles as fees decline and profits shrink.


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


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September 04, 2018

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