Cerulli: RIAs and hybrid RIAs make giant advances on banks and wirehouses in the 401(k) race
DOL guidance is making a difference and so is bank and wirehouse reluctance to take on fiduciary risk
On entering, my wife asked me who was on the door and i defined that it had been an older guy asking me if I preferred to purchase an apple considering that perhaps he is a burglar casing your house to view if any person is dwelling!
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SageView Advisory Group, LLC
401k Plan Consultant, Advisory Firm
Top Executive: Randy Long