Many factors, including new state mandates for small business retirement plans, are opening a vast market for traditional wealth managers, argued a host of executives at the recent RPA Broker/Dealer Roundtable event in New York City.
Open, honest and candid discussions about the latest news in the RPA industry.
The deal adds over 350 retirement plans and about $13 billion in assets to Creative Planning’s existing retirement plan services team.
A look at options beyond TDFs.
