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Articles tagged "Searcy Financial Services"


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Randy Long: I think Schwab's only real interest in the 401(k) space is to capture rollovers.

As Schwab edges closer to letting RIAs in as 401(k) middlemen, leaked details suggest to some that the firm still marginalizes the advisor

Though RIAs technically gain a seat at the Schwab index 401(k) table, they still don't have much say about how assets get invested

October 8, 2015 at 11:21 PM

Jessica Maldonado: As long as they can evidence that they did some quality due diligence in hiring us then they are feeling like they are pretty validated.

The great 401(k)-or-not debate: RIABiz webinar lays out the perils and rewards for RIAs thinking of wading into the fast-moving 401(k) stream

Small and midsized RIAs must factor in where the fiduciary buck stops, identify profit margins and be prepared to grapple with a six-foot stack of ERISA regs -- but the rewards are potentially great

November 7, 2014 at 6:02 AM

The forecast for the 401(k) business is bright and foggy.

What exactly is doable for an RIA in the 401(k) business?

Conflicting forces of change have made the question harder to answer but has sweetened the pot

October 15, 2014 at 3:45 AM

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