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via americanbanker.comAsset Management

New data flips the script on winning rollover business

FROM THE WIRE · AMERICANBANKER.COM

While rollover assets increase with retirement savers' age, many rollover transactions occur well before retirement, according to new data and a panel of six experts. For financial advisors, that presents a potential business opportunity.

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MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: neutralResearch identifying business opportunities for financial advisors in the rollover market.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Data shows many rollover transactions occur well before retirement.
  2. 02Rollover assets increase with the age of retirement savers.
  3. 03This presents a business opportunity for financial advisors.

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