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Report: 'Brother-in-law' dabblers are giving 401(k) ground slowly to specialists in $1.3 trillion market

Some RIAs disagree with Cerulli's pessimism and say DOL is having its effect with small employers seeking real experts to provide 401(k)s to employees

Author Lisa Shidler
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Bing Waldert: They can go to the guy they trust and just use that person.

Related Moves

September 12, 2019 at 10:40 PM


Mentioned in this article:

Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli

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

Independent Financial Partners
RIA Serving Other RIAs
Top Executive: William Hamm




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