Browsing Tag
401(k) Aggregator
7 posts
What One Major Aggregator Looks for When Acquiring 401k Firms
'When we keep bringing on thought leaders, it pushes us all further.'
What Aggregators Look for in 401k Advisor Firms: Wealth@wor(k) 2021
Hub’s Joe DeNoyior and Vincent Morris of OneDigital share insights on how and why firms are targeted for acquisition—and what advisors can expect from the process
RIA Aggregator Influence Grows in Defined Contribution Space
And DCIO managers are focused on the growing influence RIA aggregators have in deciding DC plan investments
What’s Happening in the 401k Firm Aggregation Space?
There’s still an education curve about who they are and what they do, according to Vince Morris of…
401(k) Aggregator Adds Major Retirement Planning Firm
Aggregators in the 401(k) space are on the rise. Named for the way they share a common strategy…
401(k) Aggregators Rise in Industry Influence
The traditional wholesale model remains a force in DCIO sales, but new groups are growing in influence, including…
401k Aggregation: An Advisor’s David to the Industry’s Goliath
Aggregation–in any number of flavors–is growing in the retirement space, and with good reason. The economics and scalability…