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.
PE firms like KKR are gaining access to vast IRA wealth through Schwab and Fidelity.
Open, honest and candid discussions about the latest news in the RPA industry.
Open, honest and candid discussions about the latest news in the RPA industry.