Focusing on financial wellness education is one of the
past year’s most prominent trends in the digital retirement space, with 75% of
RPM firms adding new financial wellness content to their participant websites,
Corporate Insight found.
“I work for a broker/dealer firm that is affiliated with
a registered investment adviser. The firm provides brokerage services to both
non-retirement and retirement investor accounts such as IRAs and ERISA accounts.
The fee is asset-based, and breakpoints are used to determine the fee. Can all accounts
be aggregated so the investor will get the benefit of a reduced fee?”