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Bruce Shutan is an Employee Benefit News contributing writer based in Portland, Oregon.
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Treating sentiment as a scored, auditable data point will turn subjective impressions into the kind of objective evidence an executive committee can act on.
As brokerages expand, concerns over conflict of interest and fiduciary breaches abound.
Regardless of how large or small a brokerage happens to be, experts agree that the secret to success lies in rewarding the best ideas and fielding the most talented benches.
Industry leaders weigh the pros and cons of brokerage and advisory scale created through M&As vs. boutique shops.
From fiduciary guidance to financial education, advisers are taking on more responsibility as sponsors expand investment choices and focus on participant outcomes.
