15th Anniversary of RPAY: Bukaty Companies Financial Services
Since winning the 2019 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year award, Bukaty Companies Financial Services was acquired by employee benefits giant OneDigital, greatly expanding the services it can now offer clients.
A Return to Rollover Advice
Wealth Management, RIA M&As Should Continue at Record Pace
Experts say it’s a seller’s market, and the consolidation of the industry will yield better services for retirement plan participants.
PANC 2020: Adviser Industry M&A From an Academic Perspective
Larger, more established firms are acquiring wealth management and RIA firms.
There Were 13 RIA Transactions in January Totaling $18.9 Billion
After a record year for wealth management M&As in 2019, Fidelity expects the momentum will continue into 2020.
The SEC on Rollovers
The Most Successful Advisers Are Tech Innovators
Advisers Believe AI Will Create Competitive Advantage
They plan on using it to better understand clients’ needs.
Nationwide Debuts New Website for Advisers and RIAs
The site was redesigned using advanced analytics and Artificial Intelligence to better understand their wants and needs.
RIAs Lowering Fees by 20 to 30 Basis Points
They are making the move to become more competitive in light of the fact revenue growth has slowed to 7%.
Retirement Industry People Moves
AndCo expands Pittsburgh office with three new consultants; Commonwealth adds Midwest Financial to team of advisers; Pensionmark reveals ProCourse as latest affiliate; and more.