Josh here – on today’s Talk Your Book, my friend Aaron Schumm stops by to talk about the $28 trillion opportunity independent financial advisors and RIAs aren’t paying enough attention to. That’s how much investor capital is currently invested in retirement plans, many of which are outdated, clunky or poorly managed.
401(k)’s have long been the province of brokerage firms and insurance companies, but RIAs who want to service these plans and build new ones from scratch now have a new weapon in the arsenal thanks to Schumm’s company, Vestwell.
I joined the advisory board of Vestwell after seeing a demo of the technology. You can check out it out for yourself here:
If you’re in need of a second opinion about your company’s 401(k) plan or you haven’t started one yet, talk to us here