Ladenburg Launches Retirement Plan Consulting Platform to Accelerate Delivery of Enhanced Solutions from Financial Advisors to Retirement Plan Sponsors
New Platform Delivers Expanded Technology, Reporting, Marketing and Practice Management Resources to Financial Advisors Seeking to Grow in Retirement Plan Space
Ladenburg’s new platform will enable advisors affiliated with the firm’s subsidiaries to deliver significant incremental value to clients in the retirement plan segment of the wealth management space by providing them with robust product selection options, enhanced investment monitoring capabilities, fee and expense benchmarking reports, as well as
Additionally, the Retirement Plan Consulting Platform’s practice management and coaching features will provide advisors with training, techniques and insights to help them effectively prepare for meetings with plan sponsors to review investment options and recommend needed changes; create model portfolios for plan participants; assist participants with enrollment and explain plan fees and expenses to satisfy sponsors’ concerns.
The new platform has been designed to help each of the firm’s roughly 1,800 advisors who serve retirement plan clients accelerate the growth of their retirement plan business and better address sponsor clients’ needs, regardless of the advisor’s level of experience – whether generalist, intermediate or specialist:
- Specialist advisors who have businesses that are substantially or completely focused on serving retirement plan sponsors will benefit from the Retirement Plan Consulting Platform’s significant enhancements with pricing on vendor support and an array of technology-enabled tools that specifically target more complex retirement plan support needs.
- For intermediate advisors managing several plans while still focusing on traditional wealth management activities, the platform will provide coaching, best practices and ongoing consulting support, enabling them to grow the retirement side of their businesses.
- For generalist advisors overseeing one or two retirement plans in addition to their core wealth management practices, the platform will provide tools to help them gain expertise and expand their presence in the space.
- Advisors seeking to enter the retirement plan market will benefit from turnkey solutions that provide the foundational knowledge and skills they will need to pursue opportunities in the retirement plan space with confidence.
Ladenburg has selected
The Ladenburg Retirement Plan Consulting Platform, which was developed in close collaboration with advisor focus groups from across Ladenburg’s IAB firms, will be rolled out in phases, with all Ladenburg subsidiaries and their advisors expected to have access to the platform by the end of 2018.
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This press release includes certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding future growth, growth of our independent advisory and brokerage business and future technology. These statements are based on management’s current expectations or beliefs and are subject to uncertainty and changes in circumstances. Actual results may vary materially from those expressed or implied by the statements herein due to changes in economic, business, competitive and/or regulatory factors, including the
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