by Suzanne Raffaele | Dec 3, 2024 | Aggregators, Investment Only, News, Recordkeepers, Uncategorized, What We're Hearing
In an industry where we typically see small, incremental changes that happen at a glacial pace, 2025 has the potential… You must be logged in to view this content.
by Suzanne Raffaele | Nov 5, 2024 | Aggregators, News, What We're Hearing
Just over a week ago, High Tower announced its strategic investment in NEPC, which has more than $540B in retirement assets under… You must be logged in to view this content.
by Suzanne Raffaele | Oct 8, 2024 | Aggregators, News, What We're Hearing
Last Monday, it was announced that TPG Capital acquired a minority stake in Creative Planning. A Citywire article reported that Creative Planning… You must be logged in to view this content.
by Wallace Blankenbaker | Sep 24, 2024 | News, Recordkeepers, What We're Hearing
Two major developments in the recordkeeping space have dominated the 401(k) news cycle over the last few weeks: TIAA’s partnership with… You must be logged in to view this content.
by Suzanne Raffaele | Apr 9, 2024 | RLF News, What We're Hearing
As part of our joint venture with NAPA, we shared early results from our first NAPA Advisor Research Institute (NARI)… You must be logged in to view this content.
by Suzanne Raffaele | Feb 13, 2024 | RLF News, What We're Hearing
Late last year, the RLF joined forces with NAPA to create NARI, NAPA Advisor Research Institute, and just before the holidays… You must be logged in to view this content.
