Browsing Tag
401(k) Client Acquisition
217 posts
Deal Expands American Trust Retirement’s Mid-Sized Plan Presence
American Trust Retirement has expanded its presence in the mid-sized plan market with today’s announcement that it has…
Fiduciary Benchmarks Rebrands, Realigns to Expand Offerings
Fiduciary Benchmarks (FBi) announced that it is rebranding itself as Fiduciary Decisions (FDI) in recognition of the expansion and broadening of its mission and service offering.
5 Best and Worst States For Retirement Saving
Is there an actual retirement “number,” and if so, what is it? The frustrating answer is it depends.…
Here’s How People ‘Say’ They Will Spend Their Stimulus Checks
There’s typically quite a difference between what people say and what they subsequently do, but a recent Empower…
How Advisors Can Unlock Potential $5T Retirement Market
An analysis of Bureau of Labor Statistics data by PwC found that of the more than 120 million…
Full Economic Recovery Will Take 6 Years for Women of Color
We know that the COVID-19 pandemic has negatively impacted women’s personal finances, but just how bad was the…
TAG Advisors Launches ‘Private Label’ PEP
TAG Advisors, one of the largest and fastest growing branches within Cambridge Investment Research, Inc. with more than…
Pandemic’s Economic Perspective: Is it Worse than 2008?
Despite recent optimism over vaccine success and the possibility of a return to normal—however defined—nearly seven in 10…
Creative Planning’s Buying Spree Extends into 2021 with Biggest Deal Yet
Creative Planning Inc., one of the nation’s largest Registered Investment Advisers (RIAs), announced Feb. 4 it has acquired…
Alight Going Public After Blackstone Sells It in $7.3B Deal
Alight Solutions is going public. It was announced Monday that Blackstone will merge the recordkeeping and benefits company…