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ISSUE NO. 3

nextAdvisor: Strategies from leading retirement plan advisors

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Welcome to our latest issue of nextAdvisor , Nuveen’s publication designed to help retirement plan advisors like you gain perspective on the evolving defined contribution landscape to grow your practice. Our community of advisors continues to go from strength to strength, and 2025 appears to be shaping up to be the year we continue to shift from the ‘why’ to the ‘how’ of guaranteed lifetime income. 2024 was a banner year for our industry, and we see this momentum continuing to grow.

In our third edition of nextAdvisor we speak with a selection of the most passionate advisors I know, diving into the issues around the most pressing themes facing the retirement industry in America. We also discuss practice management and how advisors can drive their presence and become thought leaders in their own right. We hope you enjoy this edition of nextAdvisor and that you find it to be a valuable resource for your business.

Key takeaways

The evolution of investment menu design – Regulatory change is a constant, and best practices and technology are constantly changing, but how is investment menu design and the approach of plan sponsors evolving? We spoke with advisors who are leading and helping sponsors adapt to the ever-changing environment.
Segmenting your book – Thinking about your clients, what they have in common and what separates them, is a starting point in segmenting your business. In this article we discuss how to segment a client book to drive differentiated and meaningful engagement with current and prospective clients while scaling for efficiency.
Recruitment, training and succession planning – Few decisions are more important than who to bring onto a team. The nature of the advisory business is tight knit, personal and conversational. The skills and background of who you recruit have never been more important, but driving diversity, getting different voices and building for the future of your practice are also major considerations.
Partner corner – Jennifer Doss of CAPTRUST. My good friend and colleague Jennifer and I sat down to discuss the latest priorities at CAPTRUST, from their implementation work on SECURE 2.0 to their ongoing conversations around lifetime income.

We hope you enjoy this edition of nextAdvisor and that you find it to be a valuable resource for your business.

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Endnotes

Any guarantees are backed by the claims-paying ability of the issuing company. Past performance is no guarantee of future results. Guarantees of fixed monthly payments are only associated with fixed annuities.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with their financial advisors. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

This material, along with any views and opinions expressed within, are presented for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as changing market, economic, political, or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. There is no promise, representation, or warranty (express or implied) as to the past, future, or current accuracy, reliability or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such. This material should not be regarded by the recipients as a substitute for the exercise of their own judgment.

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Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved. See the applicable product literature for details.

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