Browsing Tag
Todd Kading
11 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
Get Moving or Become Obsolete: 2025 LeafHouse National Retirement Summit
Importance of (and payoff for) disrupting the status quo resonates throughout annual event that wrapped up in Austin last week
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
4 Notable Themes from the LeafHouse National Retirement Symposium
LeafHouse leader Todd Kading and the LNRS lineup of speakers had plenty of sage advice for attendees at the event, centered on the need to be bold and disrupt the status quo
Retirement ‘Unfiltered’ in Austin: Kading Says LeafHouse Event will be ‘One for the Ages’
Leafhouse National Retirement Symposium kicking off Wednesday features Adam Carolla and Dee Snider among headline speakers
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
Best Laid Plans: Let’s Help People Not Go Astray
While we live in a world of uncertainty, LeafHouse’s Todd Kading says there are ways to provide comfort to those who would like to have a plan that doesn’t wildly shift what income they can count on in retirement
Agenda of LeafHouse Retirement Event Focused on Embracing Change
LeafHouse National Retirement Symposium brings over 200 industry leaders to Austin next week
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