Unlock the $1.3 Trillion Opportunity in IRA Rollovers: Drive Asset Growth. Simplify Compliance. Empower Advisors.

With over 10 million rollovers expected to move $1.3 trillion in assets by 2025, the IRA rollover market presents a massive growth opportunity for wealth firms. But without the right tools, it’s also a source of friction, delay, and compliance risk.

Download our latest whitepaper, “IRA Rollover Opportunity in Wealth Management,” authored by David Reeve, to uncover how leading firms are transforming rollovers from a burdensome process into a business advantage.

What you’ll learn:

• The growing scale of the rollover opportunity—and what it means for wealth firms.

• Why rollovers are a critical asset growth strategy for advisors.

• The compliance challenges introduced by PTE 2020-02 and how to overcome them.

• How automation accelerates advisor efficiency and reduces regulatory risk.

• Real results: 30% YoY rollover asset growth and 2.5X increase in advisor activity using RolloverAnalyzer.

Who should read this:

• Compliance and supervision leaders looking to streamline PTE 2020-02 oversight.

• Wealth management executives seeking scalable AUM growth strategies.

• Advisors aiming to deliver faster, smarter rollover recommendations.

Download the whitepaper:

Turn Compliance into a Growth Opportunity.

Most firms see compliance as a cost. Our clients are seeing it as a growth engine. InvestorCOM’s rollover platform is helping advisors close more rollovers, faster – while giving compliance teams peace of mind.

To see how this could work for your firm, book a personalized demo today.