Displaying 14 results
Verity launches tool for 403(b) market
Vynntana allows for collaboration among stakeholders.
It’s all coming together
Across the financial advice world, convergence is the name of the game.
OneDigital acquires two firms in Portland, Oregon
Impact Benefits & Retirement and Strategic Employee Benefit Services will be folded in.
Merrill Lynch to launch new adviser training course, ends cold-calling
In keeping with the times, it appears that the practice of cold-calling is out and using social and business networking platforms like LinkedIn is in.
Will RIA and RPA worlds converge?
Though registered investment advisory firms could benefit from hunting for new clients at the DC plans they manage, will they begin to acquire retirement plan adviser firms?
Buy, sell or be outbid: How M&A is affecting retirement plan advisers
Ongoing consolidation has been good for some aggregator firms, but others are being left out.
The risks record keepers see with PEPs
The forthcoming plans present challenges and opportunities, record keepers say
Financial wellness is winning 401(k) plan business
The strategy is seen as an opportunity to help train younger advisers and prospect for wealth management clients.
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.
Broker-dealers on getting annuities into 401(k) plans
Guests at the RPA Convergence Broker-Dealer Roundtable and Thinktank say it might be a while before annuities are used in many plans.
401(k) record keepers bullish on post-COVID opportunities
Industry consolidation, financial wellness, data and new ways to work in the pandemic reality were among things on attendees' minds at the latest RPA event
Why some 401(k)s seldom change providers
Record keepers lament the tendency for many plans to stay put, but big 401(k)s are often priced so low that no one bids for them
DC aggregators are key to retirement system’s success
Consolidation in this business gives opportunities and challenges, guests at the RPA Convergence Roundtable and Think Tank said.
Broker-dealers at convergence of wealth and retirement
The recent RPA Convergence Broker-Dealer Roundtable and Think Tank highlighted opportunities and challenges.
