The future is mobile, social, voice-activated, data-encrypted, touch-responsive, investor-friendly, globally connected, transparent, choice-driven, model-oriented, tool-rich, startup-easy, real-time, on-demand, fee-competitive, online, service-focused, integrated, auto-everything, and highly personalized. Is your retirement-plan practice ready?
Ascensus examines the benefits of 21st century retirement plan changes via a series of blog posts. Follow along to find out if you and your clients are taking advantage of everything that 21st century retirement plan tools have to offer.
Mark is a retirement-focused LPL Financial advisor with more than 25 years of industry experience. He currently manages more than $1 billion in plan assets, and his practice spans six locations in the United States.