There’s now a solution that can empower you to manage a clients’ held-away holdings such as those held in a 401(k). Join me for this webinar to see how the FeeX platform can enable you to execute a sell, buy or exchange order on behalf of their clients, opening avenues of opportunity for you to add value and improve financial outcomes for your clients.
Note that the advantages of managing a client’s held-away assets to clients go beyond centralized planning and tax benefits. “Studies show that professionally managed 401(k) accounts perform 3.32 percent better than individually managed accounts, net of fees,” noted Yoav Zurel, FeeX founder and CEO. “This can add 79 percent additional growth over 20 years for a client, even after accounting for costs. As life expectancy continues to increase, it is critical for investors to benefit from proper management and growth of their retirement accounts.