Ascensus, which provides retirement and college savings plans, said it plans to hire almost 400 employees by the end of 2022.
Given the growth the company expects over the next 15 months, it is planning to hire staffers in the areas of technology, client services, operations, sales, marketing, compliance and general management. The employees will be added in all four of the company’s businesses — retirement, government savings, health and benefits, and FuturePlan by Ascensus.
“Ascensus is generating outstanding sales momentum as a tech-enabled solutions provider, and our wins in the marketplace are creating significantly greater opportunities to recruit and retain the best talent across our businesses,” David Musto, the company’s president and CEO, said in a release.
The New Orleans-based 5th Circuit has sided the industry groups arguing the commission's short-selling rules exceeded its authority.
The deal will see the global alts giant snap up the fintech firm, which has struggled to gain traction among advisors over the years, for up to $200 million
Elsewhere, Osaic extended its reach in Knoxville with a former TrustFirst team, while Raymond James scored another win in the war for Commonwealth advisors.
Meanwhile, EP Wealth extended its Southwestern presence with a $370 million women-led firm in Santa Fe, New Mexico.
The recently enacted OBBBA makes lower tax rates "permanent," though other provisions could still make earlier Roth conversions appealing under the right conditions.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.