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Home > Raffa Retirement Services – 2021 Top 100

July 15, 2021

Raffa Retirement Services – 2021 Top 100

By John Manganaro

« Precept Advisory Group – 2021 Top 100

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Franklin Templeton to Acquire Putnam for $925 Million
Compliance
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
Deals & People
Smart Acquires Managed Account Provider ProManage
Investing
Recordkeeper “House” Investment Options Worth a Look, But Carefully, Advisers Say
Compliance
FINRA Fines Vanguard for Overstating Money Market Projections

Practice Management
House Passes Small Entity Update Act to Evaluate Size Cutoff for Advisories
Deals & People
MassMutual Names New Financial Advisory, Annuity Leaders
Compliance
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
Practice Management
Small and Medium Businesses Driving NQDC Plan Growth
Keeping Them Happy

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