Independent Financial Partners, a Tampa, Florida-based broker-dealer and registered investment adviser managing $12.1 billion in assets, said it will offer the Sallus Retirement pooled employer 401(k) plan through its affiliated advisers, many of whom serve small businesses and their owners.
Pooled employer plans let unrelated companies pool their 401(k)s into a single retirement plan, giving them the scale afforded larger companies and letting small firms avoid the administrative burdens of running a 401(k).
Sallus Retirement, based in Berwyn, Pennsylvania, is an independent pooled plan provider whose PEP is fully digital.
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Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
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.
