RIA Leaders: Top 20 Firms for 2015 Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This years ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Download a new white paper by Guardian Retirement Solutions and Jason Roberts, CEO of The Pension Resource Institute to learn how you can more easily and effectively grow your 401(k) business. Understand how you can save time, money, and resources by working with appropriate service providers and specialists. This white paper will help you identify 401(k) opportunities, understand 401(k) myths vs. realities, determine your role, and evaluate and leverage service providers most effectively.
While retirement plan professionals are facing fierce competition in the mid- and large-case market, new fee disclosures provided by service providers, are opening the eyes of small business owners, and participants are beginning to question the value of the services provided by less experienced financial professionals. If you are among the elite financial professionals that service more than ten plans, your expertise may be needed in the small plan market to work with sponsors and participants who need the most help. Read this new white paper by Guardian Retirement Solutions and Jason Roberts, CEO of The Pension Resource to learn more.