George Walper

• Fees Top Reason Plan Sponsors Switch Providers

  By Melanie Waddell, AdvisorOne  |  August 28, 2008

  Fees have become the top reason retirement plan sponsors switch providers, outpacing poor service, according to a new Spectrem Group report. Nearly one-third (30%) of plan sponsors cited cost/fees as the primary factor precipitating a change in plan providers, according to the report, "DC Market Needs."

• IRA Rollovers Rebound

  By Kara P. Stapleton  |  October 1, 2007

  It looks as if there's a group of people with a significant amount of money that are in need of your services when it comes...

• Return of the Broker?

  By Kathleen McBride, AdvisorOne  |  March 1, 2006

  Full-service brokers are regaining favor among affluent investors, according to the Spectrem Affluent Study 2005. But even as the research showed that more affluent investors...