401(k) record keepers near final stage of ‘consolidation curve’

There are lessons from numerous other industries that have gone through the full consolidation process
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Finding the clearest breakaway path toward independence

Experts weigh in on how and when it makes sense to go the RIA route
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CFP hopefuls slow to embrace remote exams

Only 6% of 2,153 candidates who sat for the test in September exercised the option to take it from home
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Fiduciary insurance costs soar amid new 401(k) litigation

It is arguably a scary time to be a retirement plan sponsor, and many might forgo liability coverage
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Wirehouse advisers more productive than others, Cerulli finds

Investing in technology seems to pay off, but greater staff support could help
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