For Advisory Practice Owners
Retirement education infrastructure for advisory practices
White-label content, planning tools, and ongoing rule research from an 8-year Schwab and TD Ameritrade retirement specialist. Built for practice owners who want depth on retirement topics without building a content team.
The gap we fill
Practice owners are competing for the same clients as everyone else. The differentiation is not fee structure or investment philosophy anymore. It is whether clients feel like they are getting expert answers to the questions they actually have.
Most firms cannot produce that content at scale. The expertise lives in one or two people, and those people are busy serving clients. The result is generic content from compliance-approved newsletters, or nothing at all.
Retirement News Rundown closes the gap. The content library, planning tools, and rule research that used to live inside large-firm operations teams, available to independent practices as a service.
How advisory practices use Retirement News Rundown
White-label content
Co-branded retirement education for client communications, newsletters, and websites. Knowledge Blasts and Deep-Dive Guides published under your firm's branding.
White-label tools
Planning calculators (RMDs, Roth conversions, plan selection, contribution corrections) co-branded with your firm. Clients use them on your site. You capture the leads.
Advisor concierge / retainer
Ongoing access to retirement rule research and analysis. When a client situation requires specific rule research, you do not dig through IRS publications. You ask. We answer.
Custom tool development
Bespoke calculators for your firm's specific service offerings. Cash balance estimators, succession planning tools, retirement gap analyzers.
CPE training and webinars
Live training for your advisors on retirement topics. Eligible for CFP and EA continuing education credit.
Why this works
Built by someone who saw the mistakes in real time.
Eight years at Charles Schwab and TD Ameritrade, operations side. The phone queue. The trade desk. The corrections. The conversions. The articles cover the rules people actually trip on, not the rules that look good in a brochure.
Daily content commitment.
193 specific rule breakdowns published. A daily commitment to 2,000 over five years. The library compounds. Your firm gets the full archive plus everything new, with no maintenance burden on your end.
Tools that actually work.
Seven calculators in production, running real IRS math. Not just educational. They solve specific problems your clients ask about. RMDs, Roth conversions, contribution corrections, recharacterizations, plan selection.
Specific, not generic.
Every Knowledge Blast targets one specific searchable retirement rule. The content is built to answer the actual questions clients bring to their advisor, not the questions a marketing team thinks sound impressive.
Who this is for
Retirement News Rundown is built for practice owners at independent broker-dealers and RIAs, next-generation advisors transitioning into firm ownership, solo practitioners who want to differentiate without hiring a content team, and TPAs and ERISA consultants who need depth for client education.
If your firm already has an internal content team or you are looking for free generic content for newsletters, this is not the right fit.
Book a 30-minute consultation
Bring your specific use case to the call. We will talk through what you are trying to accomplish, what is working at other practices in similar situations, and whether Retirement News Rundown is the right fit.
No pitch deck. No scripted demo. Just a working conversation about your practice and where the retirement education layer might help.
Book a consultation30-minute discovery call. Free. No commitment.