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There's often overlooked opportunity for retirement-plan business in a financial professional’s existing book. Rick Unser, partner and managing director at Creative Planning, shares ideas on how to use existing client relationships to prospect in the 401(k) world.
The usual growth-value cycle appears to be tilting toward pure-play firms with upside potential.
Yields also reacted to the the anticipated inflationary impact of China reopening and the repricing of higher-for-longer Federal Reserve policy rates.
Investor Behavior
Education and longevity are raising the expectations for advice
Global Investment Strategy
As the Fed continues to battle inflation, recession and recovery will be top of mind in 2023.
ESG & Sustainable Investing
For plan sponsors and asset managers, demonstrating the value of sustainable investment options will be vital.
Retirement Satisfaction
For the answer, you might need to ask a different question
As the Fed continues to battle inflation, recession and recovery will be top of mind in 2023.
When it comes to client acquisition, family-owned businesses offer opportunities for new wealth. Dave Specht shares his expertise on navigating these complex relationships and tips for financial professionals to tap into this market.

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