Retirement plan confusion creating advisor opportunities
Although 76% of sponsors were extremely satisfied with their current plan advisor, 22% reported they were actively looking to switch.
Retirement plans are getting more confusing, but that could be a good thing for financial advisors, according to a Fidelity Investments study released Monday.
Fidelity characterized 2023 as a “year of opportunity” for the retirement plan industry in its 14th annual Plan Sponsor Attitudes Stud
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