by Suzanne Raffaele | Jan 16, 2024 | Aggregators, Investment Only, What We're Hearing
Private equity firms, and their investments in the aggregators, have captured a lot of headlines in recent years. However, as… You must be logged in to view this content.
by Suzanne Raffaele | Dec 5, 2023 | Aggregators, What We're Hearing
Despite rising interest rates and tighter credit, private equity firms continue to fuel an evolution of the RIA landscape. A recent… You must be logged in to view this content.
by Suzanne Raffaele | Nov 7, 2023 | Investment Only, Plan Sales, Product Trends, Recordkeepers, What We're Hearing
Last week, at Invesco’s office in NYC, the RLF hosted almost 70 sales executives from its recordkeeping and DCIO member… You must be logged in to view this content.
by Suzanne Raffaele | Oct 10, 2023 | Aggregators, News, What We're Hearing
Last week, Michael Kitces posted a news article about Hightower’s layoffs on LinkedIn and he commented that after a long,… You must be logged in to view this content.
by Suzanne Raffaele | Sep 12, 2023 | Innovation, What We're Hearing
Last week, SHRM’s fall HR magazine highlighted 3 “Megatrends” that boost retirement savings. One of which was AI and its… You must be logged in to view this content.
