Pershing is expanded its focus on the retirement market to help broker-dealers and registered investment advisors capture the rollover market, which is estimated to be $303 billion a year.
Pershing has launched a website, reitrementpowerplay.com, where financial professionals can find educational content, tools and strategies to help them grow their retirement business.
The site includes product-specific tips and techniques for expanding retirement assets with IRAs, rollover IRAs, Roth IRA conversions and employer sponsored plans. It also provides the latest retirement news headlines and articles from Dow Jones.
Further, the Retirement Tool Box provides product-specific marketing resources, calculators and a blog where participants can share their best practices and exchange ideas.
“Financial professionals who position themselves as retirement solutions provides capture significantly more assets than those not focused on the retirement discussion with their clients,” said Robert Cirrotti, director in product management and development at Pershing.
“Retirementpowerpplay.com and our suite of retirement solutions are designed to help financial firms develop successful strategies to unlock this retirement opportunity and better serve their clients,” Cirrotti added.