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 this option for IRAs may benefit your clients who invest primarily in mutual funds.Download