Creative Planning’s acquisition of Lockton’s retirement division in late 2021 made significant waves in the retirement plan advisor industry. Creative Planning’s robust wealth capabilities, coupled…
Retirement Planning: Creative Planning’s Impact and RIA Influence Read More »
As an employer, one of your responsibilities is ensuring the financial well-being of your employees, both during their active working years and into retirement. In…
Retaining Retirement Plan Assets Requires Employers to Take a Holistic Approach Read More »
Navigating the Challenges of Record Keeper Acquisition Transitional periods often come with difficulties and the transitional period when acquiring a new record keeper can similarly…
Navigating the Challenges of Record Keeper Acquisition Read More »
Selling an Advisor Practice is a transaction where setting strategy pays-off. Answering the question of “How much money can I make?” is not a true…
Selling an Advisor Practice Can be a Wonderful Step into Retirement Read More »
Triple F Advisors (fees, funds and fiduciary) are not doing the 401(k) industry any favors. The same goes for Plan Sponsors! Plan sponsors that focus…
Independent broker/dealer tools are becoming more sophisticated, as Iowa-based Cambridge brings a new tool to advisors. Cambridge advisors will now have the ability to assess…
Independent Broker/Dealer Launches Retirement Preparedness Tool Read More »
Financial Services consolidation continues the march towards bigger and better. Minnesota-based Securian has decided to exit and sell its retirement division to Oregon—based The Standard. …
Recordkeeper consolidation is in the news again! Rampant recordkeeper consolidation in the retirement plan industry continues apace. One recent example of a behemoth power merger…
Recordkeeper Consolidation Is Good & Bad News for Plan Sponsors Read More »
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