CITs in Focus: Latest Trends Driving the Rapid Growth of CITs and Outlook for the Future
Collective investment trusts (CITs) are steadily gaining pace as the investment vehicle of choice for intermediaries with growth…
Episode 25: NAPA President-Elect Alex Assaley on the Massive Student Debt Problem and What to Do About It
Sponsored By: With a total of roughly $1.7 trillion, student loan debt is a major issue for many…
Q4 2020 Top Quartile Report
The Q4 2020 Top Quartile Report, which ranks investments using the Fi360 Fiduciary Score®, is now available for…
Thank You from Charles Schwab Investment Management
Thank you for registering to download this whitepaper. Please click here to download now.
401(k) Specialist Reveals 2020 ‘Top Advisor by Participant Outcomes’ Finalists
DENVER, Colo., August 24, 2020—401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors…
401(k) Specialist TAPO Panel Descriptions and Participants
Join 401(k) Specialist and the 2020 Top Advisor by Participant Outcome (TAPO) Panel for webinars on the topics…
EXCEL 401(K) Digital Series: Webinar Replay
Watch the webinar replay from the EXCEL 401(k) digital series.
401(k) Specialist Seeks Digital Campaign Manager
401(k) Specialist is a B2B content platform for retirement advisors who advise in the 401(k) industry. We are…
401k Specialist Issue 3, 2018
Why incorporating and optimizing Social Security in retirement planning is critical to 401(k) participant (and advisor) success