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2022 RPAY – Lisa Buffington, Marsh McLennan Agency
Business at a Glance as of 12/31/21Plan assets under advisement: $9 billionMedian plan size (in assets): $27 millionPlans under administration: 350Total participants served: 250,000PLANADVISER: Tell us about your...
2022 RPAY – Janine Moore, HUB Retirement and Wealth Management
Business at a Glance as of 12/31/21Plan assets under advisement: $1 billionMedian plan size (in assets): $25 millionPlans under administration: 52Total participants served: 44,186 across teamPLANADVISER: Tell us...
2022 RPAY – George Fraser, Fraser Group at RBG
Business at a Glance as of 12/31/21Plan assets under advisement: $450 millionMedian plan size (in assets): $20 millionPlans under administration: 35Total participants served: 10,000PLANADVISER: Tell us about your...
2022 RPAY – Ken Catanella, UBS Financial Services
Business at a Glance as of 12/31/21Plan assets under advisement: $4.6 billionMedian plan size (in assets): $100 millionPlans under administration: 24Total participants served: 48,014PLANADVISER: Tell us about your...
2022 RPAY – Christopher Jamail, TCG – Trusted Capital Group
Business at a Glance as of 12/31/21Plan assets under advisement: $4.25 billionMedian plan size (in assets): $5 millionPlans under administration: 1,000Total participants served: 800,000PLANADVISER: Tell us about your...
2022 RPAY – Kathleen Kelly, Compass Financial Partners, a Marsh McLennan Agency LLC Company
Business at a Glance as of 12/31/21Plan assets under advisement: $14.1 billionMedian plan size (in assets): $39 millionPlans under administration: 92Total participants served: 178,194PLANADVISER: Tell us about your...
2022 RPAY – Renee Scherzer, 401K Resources
Business at a Glance as of 12/31/21Plan assets under advisement: $315 millionMedian plan size (in assets): $11 millionPlans under administration: 29Total participants served: 7,200PLANADVISER: Tell us about your...
2022 RPAY – Barbara Delaney, SSRBA, a division of HUB International
Business at a Glance as of 12/31/21Plan assets under advisement: $4.2 billionMedian plan size (in assets): $6.8 millionPlans under administration: 79Total participants served: 50,451PLANADVISER: Tell us about your...
2022 RPAY – Steven Scott, Retirement Solution Group
Business at a Glance as of 12/31/21Median plan size (in assets): $6.4 millionPlans under administration: 550Total participants served: 12,073PLANADVISER: Tell us about your practice and how you got...
2022 RPAY – Dan Becraft, Morgan Stanley
Business at a Glance as of 12/31/21Plan assets under advisement: $450 millionMedian plan size (in assets): $35,000 to $40,000Plans under administration: 20Total participants served: 3,000PLANADVISER: Tell us about...
Investment Product and Service Launches
WisdomTree launches portfolio and growth solutions; Truelytics and BlackRock partner to bring data and analytics to advisers.
9th Circuit Finds Allegations in Trader Joe’s Excessive Fee Case Are Plausible
The court sent the case back to a District Court for further review.
District Court Dismisses ERISA Lawsuit Against USI
The complaint alleged breach of fiduciary duty obligations under the Employee Retirement Income Security Act.
Q1 M&A Deals Undaunted by Volatile Markets
New Fidelity data shows the record-setting pace of mergers and acquisitions measured during 2021 continued through the first quarter of 2022, with some key caveats.
WealthConductor Announces Launch of Health+
The application uses HealthView Services data to allow advisers to help their clients make more comprehensive income plans.
Growing Your Practice | Succession Planning
Staying Power
How some advisers are ensuring their team carries on strong when they leave.
Growing Your Practice | Succession Planning
Multiple Successors
By joining CAPTRUST, in 2009, Mark Davis, senior vice president, financial adviser, gained the ability to select his successors from the large acquirer’s adviser pool.
Growing Your Practice | Succession Planning
Competition and Succession
Jim O’Shaughnessy discusses the challenges of succession planning and the process of merging his and his partner’s Sheridan Road practice into the larger Hub enterprise.