Professional Planner Dealer Group Research Forum 2014 – photo gallery

One philosophy but many models to solve the retirement advice challenge

Advice firms running multiple advisers, and licensees overseeing hundreds or thousands of them, are finding that the hardest part of retirement advice is not the technical work but agreeing on a consistent way to do it. Tying together the disparate elements of a solid retirement plan can present real challenges in the absence of a clear philosophy.