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Cerulli report: Specialized RIAs likely to win middle-market 401(k) plan battle

Gold-standard study shows fee-only adviser poised to take over

Author Lisa Shidler April 14, 2011 at 3:20 PM
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Jim O’Shaughnessy says his company has been transitioning to a fee-based business since December 2006


Mentioned in this article:

Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli

Sheridan Road Financial
Consulting Firm
Top Executive: Jim O'Shaughnessy



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