The cornerstone of an effective retirement plan, IRAs present a year-long opportunity. This program helps you engage clients when IRAs are top of mind.
McKinsey estimates that rollovers are expected to drive 40% to 50% of net new money for wealth managers through 20151. However, you need to navigate the developing regulatory terrain in order to effectively capitalize on this opportunity.
1McKinsey & Company, Capturing IRA Rollovers: The Net New Money Opportunity For Wealth Managers, July 2011.
Learn how Rollover IRAs can benefit your clients who may want to roll over assets from an employer plan now or in the future.
Learn how this option for IRAs may benefit your clients who invest primarily in mutual funds.