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First Look

In the wake of CEO Parker Conrad resignation, new management says it plans to focus on small business, creating more competition for the brokers and consultants targeting that market.

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How FinTech is revolutionizing the retirement space

It offers simplicity, transparency, mobility and portability, and advisers should embrace it, says Chad Parks.
Chad Parks

Chad Parks

CEO
Ubiquity Retirement + Savings

How to fill gaps in 403(b) plan moderating

Advisers are a ‘great resource’ to ensure sponsors keep up with DC fiduciary compliance obligations and know where they stand on fees in particular, says The Principal’s Aaron Friedman.
Aaron Friedman

Aaron Friedman

National Practice Leader
Principal Financial Group

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