Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 24th, 2021

Reverence and GTCR, PE Firm That Backed CAPTRUST, To Buy Wells Fargo AM

The sizable transaction exhibits the continued interest of private equity firms in the advisory and asset management space, while marking 2021 as a year of rapid M&A action that will almost certainly set a new record.  Read more >
The New ‘60/40’ Portfolio?
With lower expected returns and increased volatility, participants have two options for achieving their retirement goals: saving more or taking on more risk in equities to try to get higher returns.  Read more >
2021 Practice Progress Series: Artificial Intelligence and Financial Advice
This hour long editorial-driven webinar will explore some of the key concepts, possibilities and predictions commonly discussed by technology experts in the advisory industry. Among the speakers will be Mike Sullivan, co-founder and chief growth officer at OneDigital. Join us March 9th! Read more >
The Inside Take: CAPTRUST’s Cammack Acquisition
With the acquisition of Cammack’s $154 billion book of business, CAPTRUST now reports assets in excess of $600 billion; one leader at the firm says the growth is nowhere near finished. Read more >
M&A Gets Off to a Flying Start
Major deals have already been announced, with the likes of SageView Advisory Group and Compass Financial Partners already having been acquired, and sources say there are more to come. Read more >
MOST READ ARTICLES