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203 posts
9 Advisor Challenges That Make the Case for Consolidation: GRPAA Conference
Consolidation in the 401k space has people asking questions. Do advisors step aside for the next generation? If…
Tech Trends for 401k Advisors: GRPAA Finnovation Conference
A Friday morning panel discussion on fintech in the 401k advisor space at the GRPAA Finnovation Conference in…
Technology Changing the Way People Age: GRPAA Finnovation Conference
“The future ain’t what it used to be.” That Yogi Berra quote summarized a presentation on Friday morning…
FinTech Focus of GRPAA ‘Finnovation’ Conference
Bill Chetney kicked off GRP Advisor Alliance annual summit at San Diego’s historic Hotel Del Coronado Friday morning…
Revolutionizing the 401k Participant Relationship: Corby Dall at Outcomes 2019 Conference
Technology and scale, coupled with auto innovation, is revolutionizing the 401k advisor’s business and the manner in which…
MEPs on the March—DOL Announces 401k Rule: Outcomes 2019 Conference
On Monday, the U.S. Department of Labor announced a new rule that will make it easier for small…
Solve the Pressing Problems Before Retirement Planning: Outcomes 2019 Conference
Sometimes retirement planning doesn’t—and shouldn’t—come first for employees. This is a reality Alex Assaley of AFS 401(k) Retirement…
Why 401(k) Advisors Can’t ‘Auto’ Life Goals: Outcomes 2019 Conference
“Would you all think I’m crazy if I say the keys to what we do is love and…
2 Key Introductory Financial Wellness Conversation Questions
“Who is your 401k with?” and “What does your financial wellness program look like?” These are the two…
Advisors Need to Own the HSA Conversation: Outcomes 2019 Conference
Advisors in the 401k space need to “own” the HSA conversation or risk playing second fiddle to employee…