Displaying 4 results
Carlyle takes stake in Captrust
After GTCR's 2020 deal for a portion of the RIA, additional private equity money will help the firm continue its buying streak.
Workplace wellness: getting physical and fiscal
Combining financial wellness with traditional wellness programs can highlight their value, according to guests at a recent RPA event.
RPA SageView weighing a sale: sources
The company, which manages more than $100 billion in retirement plan assets, could attract extremely high bids from private equity firms, sources said
Employers, workers want much more than 401(k)s from RPAs
Companies are five times as likely to say they feel responsible for workers' financial wellbeing than seven years ago, a survey found
