The Retail Retirement Wars

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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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OUR OTHER PRINT BOOKS AND RELATED INFORMATION SOURCES:

Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

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One Response

  1. On the future of the securities and commodity exchange industry

    The securities and commodity exchange industry consists of establishments engaged in facilitating physical or electronic marketplaces for the buying and selling of stocks, stock options, bonds, and commodity contracts. As more open floor exchanges establish online trading platforms, fewer physical securities and commodity exchange locations are necessary.

    The number of security and commodity exchange establishments in the United States fell from 312 in 2007 to 189 in 2016, a 36.0% drop. Additionally, fewer employees are needed at each location. The number of securities and commodity exchange workers fell by 42.9% over the past 10 years, more than nearly any other industry.

    Milton

    Like

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