Tag: Wealth Management

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.

Asset Management Fee Compression Accelerates

New research from Cerulli points to a number of drivers behind the acceleration in asset management fee compression, tied to improved automation and stronger competition; the research and analytics firm also analyzes the competitive landscape of “robo-advice.”