Browsing Tag
Fluent Technologies
2 posts
How to Get 401k Advisors More Focused on Client-Facing Activities
And where are we in the ‘democratization’ of participant data? The video titled “How to Get 401k…
A Bunch of Reasons to Use More 401k Fintech
“Advisors need to innovate or die, because the change in technology is relentless.” Jim O’Shaughnessy clearly (and thankfully)…