In a recent TD Ameritrade Institutional survey 5, most RIAs agreed that advising on retirement plans would be a welcome addition to their business. Eight out of 10 advisors predicted RIAs as a group would expand their share of the retirement plan market.Yet advisors also cited obstacles to entering the business – the administrative groundwork needed to deliver these services and the additional layers of regulation. Some advisors said they lacked time and resources, or felt they needed more education about the business. Just under half of advisors in the survey said they planned to pursue retirement plan business this year.
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