Aaron Schumm

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Should RPAs seek to control their own DC record-keeping platforms?
NEWS OPINION NOV 04, 2021
Should RPAs seek to control their own DC record-keeping platforms?

Does it make sense for advisers to enter this space and compete? Sending those clients off platform and hoping to get them back when work separation occurs seems illogical.

Aided by tech, opportunities abound in the retirement plan market
NEWS OPINION NOV 11, 2019
Aided by tech, opportunities abound in the retirement plan market

The opportunities are not without challenges, however