"Clients know the difference between renting someone else’s research versus providing original…"

Monday, March 26th, 2012 at 9:00 am

““Clients know the difference between renting someone else’s research versus providing original research,” Mr. Shoff said. “In many requests for proposals, sponsors want to know the number of people on staff doing research and whether the adviser has its own customer relationship management system,” he said. “If you don’t say yes, you’re going to get screened out.””

Smaller 401(k) plan advisers losing fight to stay afloat – InvestmentNews