FUSE: Advisors Are Converting DC Plan Participants into Wealth Clients

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Financial advisors are increasingly able to convert defined contribution (DC) plan participants they counsel into wealth clients, according to a new report from the FUSE Research Network. The trend is more prevalent among advisors managing over $500 million in assets, but advisors with lower AUMs are making inroads as well.  According to FUSE’s online survey of over 500 financial advisors ...