Inhub Client Advisor RFP [Financial Services]

inhubThe Retirement Plan Investment Committee of an Arizona-based Financial Service company decided it was time to formally and objectively review the investment advisor relationship and evaluate other options available in the market. Read on to learn more about the Advisor RFP, how they selected InHub, and advice they have for others…

 

 

Download Inhub Research

INHUB pdf

 

Fred Barstein

Fred Barstein

Founder & Editor-in-Chief at 401kTV | TRAU | TPSU
Fred Barstein is the Founder & Editor-in-Chief of 401kTV. Fred is also the Founder and CEO of The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education and The Plan Sponsor University (TPSU).Mr. Barstein was also Founder and Editor-in-Chief of NAPA Net.
Fred Barstein
x

Check Also

Retirement Plan Committee Pitfalls

6 Common Retirement Plan Committee Pitfalls

6 Common Retirement Plan Committee Pitfalls. Retirement plan committees are created with the best of intentions. Unfortunately, however, to paraphrase the inimitable Shakespeare, like true love, ne’er does their course run smooth. In other words, like any group working together toward ...