by Steven | Jul 1, 2016 | Brightwork Perspectives
401(k) Distribution: The Decade Just Ended – Fourth in a Series A decade ago, Heavy advisors (those deriving 60% or more of their income from 401(k)) constituted 18% of the channel and accounted for 55% of asset sales. Last year they constituted 26% of the...
by Steven | Jun 1, 2016 | Brightwork Perspectives
Topics in 401(k) Distribution – Third in a Series Not necessarily. Advisors are investment pros so it follows that 401(k) fund advisors see their value proposition mainly in terms of supporting investment and investment manager decisions, right? True, for some...
by Steven | May 1, 2016 | Brightwork Perspectives
401(k) Distribution: The Decade Just Ended – Second in a Series With the Department of Labor’s proposed fiduciary rule still under consideration, it’s informative to step back to see how 401(k) advisors themselves describe their responsibilities. Last year,...
by Steven | Apr 1, 2016 | Brightwork Perspectives
401(k) Distribution: The Decade Just Ended – First in a Series In 2005 more than six 401(k) advisors in ten (61%) described their practice as mainly commission-based; only 24% described their practice as mainly fee-based. Today the figures are almost exactly...
