Did you know the average established defined contribution advisors have more than double the assets under management compared to advisors that don’t manage retirement plans? According to 2023 research by Cogent, the average defined contribution advisor typically has $150 million in AUM, compared to generalists who have about $70 million in AUM.*
In fact, wading into the world of defined contribution retirement plans can help lead to a healthier wealth management business. And now is a great time to be in the retirement plan business. This course can show you how.
*Source: Cogent and Escalent, “Retirement Plan Advisor Trends,” October 2023.