In M&A Assessments, Culture Matters as Much as Revenue
The inside story of the acquisition of Blue Prairie Group by Cerity Partners shows the foundational importance of long-term relationships and enthusiastic staffers in steering industry M&A activity.
Recordkeeping Clients of BB&T and SunTrust Wait for More Merger News
The recently-announced merger between BB&T and SunTrust will create the sixth-largest retail banking organization in the U.S.; both firms also have a presence in the DC plan recordkeeping world, prompting questions about what the deal could mean for retirement plan clients.
Fee Transparency, Custom Defaults on Client Agendas for 2019
Even as the retirement plan industry has evolved in important and significant ways, the manner in which providers present fees and articulate value has not changed all that much.
Retirement Income Conversations Drive New Wells Fargo Resource
To help improve participant planning, the Retirement Income Planning Center provides resources to help create a retirement budget and income plan, which Wells Fargo says are two essentials for determining whether one is on track for retirement.
Investment Products and Services Launches
Neuberger Berman Addresses Volatility with PutWrite Fund; PanAgora Adds ESG Alpha Factors; and Hartford Funds Expands ETF Roster.