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Home > Kass / Freeman – 2020 Top 100

March 5, 2020

Kass / Freeman – 2020 Top 100

By John Manganaro

« SS/RBA – 2020 Top 100

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Deals & People
Franklin Templeton to Acquire Putnam for $925 Million
Client Service
Human Interest Offers 3% Cash Back for New Retirement Savers
Compliance
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
Deals & People
Smart Acquires Managed Account Provider ProManage
Deals & People
Retirement Industry People Moves

Practice Management
House Passes Small Entity Update Act to Evaluate Size Cutoff for Advisories
Compliance
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
Practice Management
Advisers Managing Heightened Retirement Plan Committee Turnover
Deals & People
Vestwell Partners with JP Morgan on Small Business 401(k) Plans
Keeping Them Happy

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