A new blog came to my attention when I was asked to be a guest blogger for the site.
The blog is called The Total View, published by John Luciano. Advisors may recognize John as the Director of Sales and New Business Development for Advisor Exchange, LLC, an aggregation and portfolio interface solution provider.
My post highlights the significant portion of revenues that advisors receive from qualified plans, but only after they’re rolled over into an IRA. Using account aggregation solutions, advisors can access data on held-away accounts to provide investment advice and calculate asset-based fees, increasing overall revenue for the firm.
Click here to read my guest post, Don’t Wait Until a Client Retires to Advise on Held-away Assets.
