Browsing Tag
LeafHouse
25 posts
Mesirow to Acquire LeafHouse Advisory Business, Expand Fiduciary Platform
Deal adds FlexFiduciary and InvestBuild capabilities while boosting Mesirow’s scale, distribution, and technology-driven retirement plan solutions; allows LeafHouse to focus on creating technology that helps advisors and institutions operate more effectively
LeafHouse, GTC Partner on Proprietary CIT Platform
Solution streamlines, transforms how CITs are managed, documented, and executed across the full fund lifecycle
LeafHouse Event to Challenge Advisors: Adapt or be Obsolete
Next week’s National Retirement Symposium in Austin will push industry to acknowledge that adaptation is not optional
Congruent Solutions, LeafHouse Team Up to Automate Key DC Plan Processes
Partnership automates fund performance and factsheets integration to streamline operational efficiency for 401(k)s
LeafHouse, Capital Group Team Up for Customized TDF Solution
“Target Date Plus powered by LeafHouse” a data-driven personalization service designed to improve retirement outcomes for working Americans
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