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  • Recordkeepers, third-party administrators and investment management firms are expanding their investments in tools for advisers, to cover such topics as financial wellness and retirement income projections. Automated advice solutions are also in high demand.
  • The race to offer the most technologically advanced tools is one of the main drivers of the consolidation among providers.
  • In response to the Department of Labor’s pending new fiduciary rule, some of the latest tools cover ­fiduciary compliance and fees.

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