Keyword: rfp

Advisers and Commoditization

Plan sponsors regularly reach the conclusion that advisers are all interchangeable because, so often, on paper, all advisers look the same. If plan sponsors adopt this assumption, adviser services can simply become a race to the bottom of a commoditized marketplace.   Read More

What’s Your RFP Experience(s)?

RFPs, or requests for proposal, have long been valued tools in advisors’ arsenals. However, over the past several years, RFPs have played a growing role in the hiring of advisors as well. This week, we’d like to know about your experience(s) with RFPs.   Read More