Josh here – on today’s Talk Your Book, my friend Aaron Schumm stops by to talk about the $28 trillion opportunity independent financial advisors and RIAs aren’t paying enough attention to. That’s how much investor capital is currently invested in retirement plans, many of which are outdated, clunky or poorly managed. 401(k)’s have long been the province of brokerage firms and insurance compa...
Via https://thereformedbroker.com/2019/02/15/taking-the-pain-points-out-of-401k-plans/
0 Comments
Leave a Reply. |
AuthorHi I am Evelina Bryant , I am 32 years old from Big Bear Lake, CA. I am woring as a financial analyst with local financial services company. ArchivesNo Archives Categories |