Friday, March 28th, 2025 A topical newsletter from PLANADVISER Recordkeeper and Adviser Co-Opetition This month, our special coverage series looks at the industry “coopetition” between recordkeepers and advisers, discussing the opportunities and tensions as each party seeks to deliver value to retirement plan sponsors and participants while maintaining its competitive edge. SPONSORED AD In Practice A Dual Quest for Participant Assets How can both recordkeepers and advisers work with participants, and what should those relationships look like? In Practice What Recordkeepers Want From Advisers The crux of a good partnership with an adviser is the willingness to work together, including an open dialogue about the approach to working with a client. In Practice What Makes the Best Dynamic Adviser-Recordkeeper Partnerships? Advisers tell us what they look for in recordkeepers, from a willing approach to administrative grunt work to the ‘critical’ value of high-level service. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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