FAs Tapping 401(k) Plan Participants as Wealth Clients: Report

While few financial advisors do more than “dabble” when it comes to advising retirement plans, most advisors across the board see defined-contribution plan participants as a great source of new wealth management clients, according to a new report from Advisor Insight, an advisor benchmarking service from FUSE Research Network.

For the complete article, click here.

Article published on February 23, 2026