InvestmentNews: 401(k) robo Guideline tries to woo advisers with new service

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
6 August 2018

These so-called robo-record keepers "lift the administrative burden from small firms by streamlining processes and eliminating back office paperwork," said William Trout, a senior analyst at Celent. "Moreover, they are driving down costs to the benefit of both the participant and the small business sponsor."

Click here for the full article

News article details

Wealth Management
Media Type
News Articles
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America