There are some primary reasons to change your or your client’s financial advisor: fees, fiduciary responsibility, investment choice or performance (they are two different reasons), customers support (including with compliance and/or audits), lack of employee education leading to low level of engagement of employee complaints, a user-unfriendly website … and more.
Novel Coronavirus and Novel Opportunity for Fiduciary Review
There are so many titles floating around the retirement plan community that many plan sponsors have become numb to the differences and roles of their advisors. Clients of...