New data flips the script on winning rollover business

T1Covered by 1 source · first reported by American Banker (headlines) at 07 Oct, 20:54 UTC

While rollover assets increase with retirement savers' age, many rollover transactions occur well before retirement, according to new data and a panel of six experts. For financial advisors, that presents a potential business opportunity.

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Sources

• T1New data flips the script on winning rollover businessAmerican Banker (headlines)07 Oct, 20:54