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The Retail Retirement Wars
Although no one is paying much attention to it just yet, there is a battle brewing in financial services to create a next-generation retirement vehicle.
And because the winner stands to inherit the power to redirect $14 trillion dollars of mutual fund assets and disrupt long-standing retirement asset monopolies, this battle is likely to go down as the largest industry duel in the history of commerce – dwarfing the cola and software wars by trillions.
Read the two articles below on order to gain a firm understanding of who will prevail and what it will mean for both conventional financial services as well as FinTech.
Part 1:
The Battle to Launch a Next-Generation Retirement Product & Control $14 Trillion in Investment Direction
Click Here to Read Article
Part 2:
DOL Fiduciary Rule or Not – Why Brokerages will be Distancing Themselves from the Retail Retirement Market
Conclusion
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Filed under: Financial Planning, Retirement and Benefits, Risk Management | Tagged: Dara Albright, The Retail Retirement Wars | 1 Comment »
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