Browsing Tag
wealth management
43 posts
Retirement Icon Kevin Crain Joins OpenArc as Firm Pushes Benefits-Wealth Convergence
Former Bank of America exec and current IRIC leader will help guide OpenArc’s focus on client-centric growth and thought leadership efforts
Alliant Bets on Retirement-Wealth Convergence with New Advisory Platform
Led by industry veteran Amit Dogra, Retirement & Wealth at Alliant seeks to unite retirement plan consulting and wealth management capabilities while leveraging the firm's $26 billion retirement advisory footprint
How Different Generations of Women Respond to Wealth Needs
The preferences also extend to how women engage with financial professionals
The Emperor Has No Clothes: Wealth Management’s Risky Push Into 401(k)s
As wealth managers increasingly eye 401(k) assets, Bob Foster says fiduciary rigor can’t be optional
Voya’s WealthPlan Platform Expands Wealth Management Capabilities Inside, Outside Retirement Plans
Developed with Orion, WealthPath enables Voya’s advisors to deliver integrated financial guidance and solutions to meet client needs to and through retirement
SS&C Technologies Launches Wealth Solutions Platform
Firm’s solutions will come together under the SS&C Black Diamond Wealth Solutions brand
Nuveen Acquires Brooklyn Investment Group
Priority in deal for custom multi-asset direct indexing provider will be to speed integration of Nuveen’s alternatives and lifetime income capabilities into tax-advantaged offerings
How Micro 401(k) Plans Will Drive Growth of Retirement Market
Cerulli says advisor-sold defined contribution market set to flourish and further ongoing convergence of wealth management and DC plan markets
Great Wealth Transfer an ‘Existential Threat’ to Advisors?
Natixis 2024 Survey of Financial Professionals finds 41% say generational wealth transfer poses a threat to their business
Wealth@wor(k): AI in Wealth and Retirement, Guaranteed Income, and a Big Announcement
Advisor2x's Trey Dowdy greeted attendees with news about the conference's future