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 leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."
As the next generation of investors take their turn, advisors have to strike a fine balance between embracing new technology and building human connections.
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
