In its first annual study of advisors and the 401(k) market, Vestwell found wealth managers are interested in the space but going about it all wrong.
The firm demonstrated the their latest offering, a 401(k)-specific tool for advisors working with retirement plans. The new tool helps automate data collection and speed up advice delivery.
Baird partners with Bernard Health to provide advisors access to healthcare planning.
Everything comes with a cost.
The automated investing platform wants to see its “total wealth return” reporting reflected across the industry.
