Tag: Wealth Management

Transformational Trends

2020 was an extraordinary year, in ways we likely have yet to fully understand, and 2021 is proving to be a worthy successor. Join us for a one-day digital seminar on March 24, where we will explore key lessons learned from this extraordinary time for the retirement planning industry.

15th Anniversary of RPAY: Barbara Delaney

After exploring a number of large benefits firms that they thought could be potential purchasers, last September, the former PLANSPONSOR Retirement Plan Adviser Team of the Year closed on a deal with HUB International.

Estate Plan Essentials

What should advisers understand about the patterns of inheritance, and how can they be prepared to help their clients make the most of any windfall?

M&A Brings Wealth, Retirement Together

CAPTRUST talks with PLANADVISER about its growth through mergers and acquisitions—and how this speaks to industry trends impacting private wealth and retirement plan business.