The IRA Advisors'
Fiduciary Handbook

Communicating Value Amidst Rollovers

The trends accelerated by the rule's issuance in 2016 are here to stay, regardless of the rule's fate. These industry trends have propelled the opportunity for advisors to promote their professional value in order to capitalize on IRA rollovers. Advisors can use this handbook to demonstrate and communicate that value when capitalizing on business opportunities.