Browsing Tag
Consolidation
10 posts
Transamerica Launches AI-Powered ‘Pearl’ to Speed Retirement Plan Rollovers
New virtual assistant combines AI, data, and human support to help participants consolidate retirement accounts in days instead of weeks
Harness the Power of Retirement Savings Consolidation
Thomas Hawkins of RCH makes the case for consolidation with retirement savings
Deal Roundup: HUB, Edelman Announce Latest Retirement Acquisitions
HUB International acquires $2.4 billion advisory firm while Edelman Financial Engines buys California RIA firm to bolster retirement planning capabilities
MassMutual to Move Its Corporate 401(k) from Empower to Fidelity
MassMutual retirement plan moves to Fidelity after fiduciary review, ensuring participants strong services and new features.
Broker-Dealer Consolidation Craziness Continues
Competition for advisor talent remains high as affiliation options abound
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…
Is the ‘Clock Ticking’ on 401k Firm Consolidation? GRPAA Conference
The frenzy of recent 401k firm acquisitions was a hot topic at GRPAA’s Finnovation Conference in San Diego…
9 Advisor Challenges That Make the Case for Consolidation: GRPAA Conference
Consolidation in the 401k space has people asking questions. Do advisors step aside for the next generation? If…
Keys to Retirement Asset Consolidation and More Advisor ‘Wallet Share’
Keep it simple, stupid. The KISS acronym, while direct, is on point when dealing with investor behavior in…
How to Capitalize on 401(k) Industry Consolidation
Retirement plan consolidation is accelerating, shaping the industry’s future with growth, mergers, and strategic opportunities.