Browsing Tag
401(k) Client Acquisition
217 posts
A ‘Simple’ Way to Grow Advisor Revenue, Acquire Clients: RLS 2022
Top Advisors don’t need to ask people for referrals because their entire client experience is a referable experience.
Firm Specializing in Athletes, Entertainers and HNW Clients Acquired by Creative Planning
The Doman Group, a New York City-based multi-family office, has $400 million in AUM
Creative Planning Buys Paradigm Financial Advisors
Acquisition of St. Louis-based RIA firm with over $600 million in AUM will accelerate Creative Planning’s growth in the HNW space
California RIA Firm Latest Acquisition for Creative Planning
Buying spree continues for Peter Mallouk’s RIA giant with acquisition of Reilly Financial Advisors, with $2B in AUM
Retirement Plan Enrollment Improves, but Support is Lacking
Retirement plan enrollment may be ticking upwards, but overall, guidance for participants throughout the process is in need of attention
Fidelity’s DC Business Adds $90 Billion in 2021
Company announces significant growth across its multiproduct benefits platform, adding 1,900 clients and $146 billion in assets
Surprise! This Generation Beats All in Retirement Plan Participation
And they want to save more
Racial Disparities Rise with Income, EBRI Research Finds
While workers overall rate work-life balance positively, higher-income Black and Hispanic workers are less likely to say work-life balance at their company is excellent
Which Financial Firms Shine (and Shrink) in Customer Satisfaction?
Overall, Americans’ dissatisfaction with most financial services has halted
First Ever Fossil-Free Index Fund Launches in U.S.
Sphere and Reflection Asset Management introduce mutual fund that excludes fossil fuels from 401k plans