News, Vision & Voice for the Advisory Community

whitepaper image
Expand your reach today.

If you’re not actively cross-selling retirement plans as part of your wealth management practice, maybe you should be. You’ve likely built hundreds of relationships with business owners, senior executives, doctors, attorneys, accountants and other successful business people who may be a decision maker – or know someone who is – for their retirement plan at work. Leveraging those connections could accelerate your practice in ways you may not have considered. Rising client expectations include a complete financial picture that considers both wealth and retirement. In this latest Insights report, Ascensus explores how evolving factors, such as SECURE Act 2.0 provisions and the rise of state-mandated plans, are impacting workplace retirement plans and why now may be a “blue ocean” opportunity for advisors to scale their practice with business retirement plans.


by Ascensus

View more white papers by these organizations: