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Creative Planning Gets Personal Capital's Former 401(k) Company, Simplifies Its ADV
RIABiz 
[Opinion] Sept. 27, 2019 "RIAs have stayed away in droves from the 401(k) market and particularly from trafficking in small plans for good reason. But the worm has turned, in part, because more big players can play the scale game in a low margin business.... Millennials prove elusive but are smart enough to opt into their employer 401(k) plan. Creative Planning ... [is] ready to go deeper on small plans, even micro plans, by controlling AB401(k)'s software that it absolutely knows works. Technology means more profits can be made with less scale." MORE >> |
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