But the election of Donald Trump gained those firms back $56 billion in market value, as investors expected a rollback of financial regulations.
Advisers could leverage these retirement plans to reduce cost, administration and fiduciary liability for clients, and eventually use them as a branding opportunity.
Some advisers fear a reduced pool to service small or complex plans will result.
Though degree programs for financial planning have made gains, professors, students and advisers suggest areas for improvement.
Greater visibility of profession is needed for universities to commit.
Here's a mashup of university program directors' ideas for which courses would best prepare next-gen financial advisers.
Mr. Fisher's company formerly held tens of millions of dollars in the stock of major companies selling indexed and variable annuities.
Wirehouse cites client demand and a new regulatory environment in deciding to abandon its pioneering stance on commission IRAs.
Strategy is an extension of efforts that began due to the DOL fiduciary rule, observers say.
Record keeper widens the gap between itself and the bulk of its 401(k) competitors.
