by Steven | Feb 1, 2017 | Brightwork Perspectives
Topics in 401(k) Distribution: ninth in a series Providers often focus on practice support as a strategy to attract, retain or deepen relationships with advisors. Advisors often take a jaded view of these initiatives, not least because there are so many of them...
by Steven | Dec 1, 2016 | Brightwork Perspectives
Topics in 401(k) Distribution: eighth in a series When plan sponsors, providers and advisors talk about plan health or plan effectiveness, what’s driving their view? Is it familiar, conventional plan metrics, participant outcomes or some blend of the two?...
by Steven | Nov 1, 2016 | Brightwork Perspectives
401(k) Distribution: The Decade Just Ended – seventh in a series Although more than one in five 401(k) advisors (22%) describe their primary affiliation as a registered investment advisor, a total of 57% write at least some business as an RIA (or as investment...
by Steven | Oct 1, 2016 | Brightwork Perspectives
401(k) Distribution: The Decade Just Ended – sixth in a series Until 2011 it was an easy call. The once unstoppable TPA interface service model (think John Hancock or Nationwide) was imploding in the face of a new, completely unbundled service model—which we...
by Steven | Aug 14, 2016 | Brightwork Perspectives
401(k) Distribution: The Decade Just Ended – fifth in a series Remember insurance-based 401(k) advisors? Paragons of proprietary funds and group annuity contracts they may have been, but they ruled the roost only a decade ago, often with large and stable...
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...
