Growing Your Practice | RFPs
The Evolving Use of RFPs
The volume has increased, as has what advisers must do to make the finals.
Reported by Beth Braverman
To access this premium content, please sign up for a free account!
You Might Also Like:
Retirement Advisers See Increased Scrutiny on Fees, Services
Requests for proposal from plan sponsors for DC advisory services are on the uptick, according to industry players.
Court Affirms Arrangement Between Sponsor and Recordkeeper Not a Prohibited Transaction
After reviewing a decision in an ERISA lawsuit against Banner Health, the 10th Circuit also found no reason to order...
Advisers Have Expanded Their Role During the Pandemic
Participants’ financial wellness and emergency preparedness have become more important in advisers’ service models, and some practices are even guiding...