Displaying 4 results
Employers falling short of workers’ benefits expectations
Two national surveys examining employer-provided plans point to gaps in retirement confidence and health benefits.
What Creative Planning’s deal for Lockton’s retirement unit means for RPAs
The transaction marks the first time a top-five RIA has acquired a top-five retirement plan adviser firm, which could send Creative Planning's rivals scrambling to find larger RPAs.
Creative Planning picks up Lockton’s U.S. retirement business
The deal expands Creative Planning’s presence in the retirement plan business by about $110 billion and gives it access to the large-plan segment of the 401(k) market.
Lockton acquires advisory firm consultancy
The insurance broker is buying Freedom Partners, which provides back-office services for financial advisory firms.
