Keyword: rfp

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

Orphan Plans Under the DOL Rule

File this under the category of unintended consequences: On the one hand, the DOL conflict-of-interest regulation could create more orphaned plans without an advisor, while at the same time probably making it more difficult for record keepers to assign these plans to an appropriate advisor.   Read More