Former United Capital exec will identify future equity partnerships
The addition of the New York-based RIA brings Cerity's AUM to $26 billion
Improving 401(k)s is likely to make them look more like defined-benefit plans, according to Russell
Suarez succeeds firm founder Rob Clarfeld, who becomes executive chairman
Callan survey suggests plan sponsors should consider indirect revenues in fee reviews
The problem won’t go away if it’s regarded solely as an issue for smaller firms
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Daniel Kaschmitter and William Gelegotis are joining the employee unit in Salt Lake City
The staff of CCP will join an existing Mercer office in Chicago
The company’s $5.4 billion health savings account will be open to clearing and custody customers
