| 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.
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| 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!
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| The Inside Take: CAPTRUST’s Cammack Acquisition |
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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.
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| 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.
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