The Battle for Rollovers Intensifies as Wealth and Retirement Converge

Why are rollover assets attracting so much attention from advisors?

As trillions of dollars move from workplace retirement plans into IRAs and managed accounts, financial advisors have a significant opportunity to deepen client relationships and grow assets under management. But capturing those assets requires careful documentation, personalized recommendations, and strong compliance processes.

LPL Financial's Head of Retirement, Michael Doshier, shares how advisors that combine efficient rollover workflows with a holistic wealth and retirement strategy can better serve clients while navigating increasing regulatory scrutiny.

Read Michael Doshier's full article on Financial Advisor.