Financial Advisors Drove Only 1 Out of 5 Rollovers in 2025

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Financial advisors continue to have a relatively limited role in advising clients on retirement savings rollovers, according to new data on money movement from research firm Hearts & Wallets. According to the analysis of money moves by nearly 6,000 households between financial firms, savers made a record $1 trillion in rollovers last year. But of that pot, advisors were involved in just 22 ...