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Changing the Retirement Advice Conversation
products, and this is a way the plan sponsor can direct revenue from their portfolio to offset the consultant’s ... similarly able to have a consultant capture and direct the fees and commissions generated by their accounts ...- Authors: Mark Travis Chamberlain, Rita Cheng, Marty Durbin, Adam Sokolic
- Date: May 2018
- Competency: Leadership>Thought leadership; Professional Values>Public interest representation
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management