During market swings and economic stress, advisers delivered steady guidance, reinforced their value and identified growth opportunities despite the volatility, according to an InspereX survey.

This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better. These are the responses from Chad Goerner of RBC in Princeton, New Jersey.

PRTs offer attractive growth in a slow-growth sector but, the report said, risks include interest rates, credit, the equity market and longevity.

About 80% of investors responding to an HSBC survey said they seek guidance from experts when making investment and wealth ...