Why Creative Planning's Acquisition of Lockton’s Retirement Division Is a Game Changer for RIAs Jan 26, 2022 The move signals the escalation of the convergence of wealth, retirement and benefits at work. DC Market Trends Worth Tracking Jan 25, 2022 Cerulli's Shawn O’Brien discusses CITs, target-date funds and more trends for retirement plan advisors to keep an eye on. Captrust Acquires $107B Institutional-Focused Firm Jan 14, 2022 Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations Inc., a Warren, N.J.–based firm with more than $107 billion in AUA, its third significant deal in that market. first previous … 56 57 58 59 60 61 62 63 64
DC Market Trends Worth Tracking Jan 25, 2022 Cerulli's Shawn O’Brien discusses CITs, target-date funds and more trends for retirement plan advisors to keep an eye on. Captrust Acquires $107B Institutional-Focused Firm Jan 14, 2022 Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations Inc., a Warren, N.J.–based firm with more than $107 billion in AUA, its third significant deal in that market. first previous … 56 57 58 59 60 61 62 63 64
Captrust Acquires $107B Institutional-Focused Firm Jan 14, 2022 Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations Inc., a Warren, N.J.–based firm with more than $107 billion in AUA, its third significant deal in that market. first previous … 56 57 58 59 60 61 62 63 64