The bar is only getting higher.

The independent broker/dealer has expanded its partnership with Vestwell to launch a new pooled employer plan.

Who wins, loses or collaborates?

For an upfront purchase price of $50 million, the deal brings $47 billion of assets in the emerging and mid-market retirement plan segments and competitive ESOP administration.

Attendees got heated talking about record keepers investing in and promoting services that compete with advisors.