Browsing Tag
LeafHouse
20 posts
LeafHouse Ramps Up Personalization with New BlackRock, iJoin Collaboration
BlackRock’s LifePath lifecycle investing research and expertise being integrated into LeafHouse’s Automated Personalized Portfolio solution
Corporate Roundup: Ascensus Surpasses $1B in State-IRAs, NEPC Names DC Solutions Lead
Ascensus passes $1 billion in state-facilitated retirement plans, NEPC announces new head of its defined contribution solutions team, and more
Unlocking Individuality: Is Your 401(k) Managed Account Tailored to You?
LeafHouse’s Kassandra Hendrix says technology is making an enhanced level of personalization more seamless and cost-effective
Why the Retirement Industry Needs to Embrace Change, Get Better at Working Together: LeafHouse Event
The theme from this week’s LeafHouse National Retirement Symposium was embracing change—and speakers noted the industry needs to get better at it through more collaboration
Agenda of LeafHouse Retirement Event Focused on Embracing Change
LeafHouse National Retirement Symposium brings over 200 industry leaders to Austin next week
First 403(b) Pooled Employer Plan Launches Post SECURE 2.0
The Platinum 401k brings the first 403(b) program to the market after SECURE 2.0 permits the nonprofit plans to maintain a PEP, with Voya as recordkeeper and LeafHouse Financial as 3(38) investment manager
Saving for Retirement: No One Size Fits All
LeafHouse’s Michael Garberich makes a case for personalized managed accounts
The Advisor Opportunity in Managed Accounts
LeafHouse-iJoin conference in Austin shows how advances in technology and automation can bring a new wave of personalization to participants
Major Industry Players Partner on New ESG 401k Group Plan
Open to both existing and start-up 401k plans, it provides guided onboarding and enrollment support
LeafHouse Leadership Change Puts Kading in Command
'We will be able to accelerate the programs we are bringing to the marketplace'