Also, Smartleaf Asset Management collaborates with Clearstead Advisors and retirement assets in automated state savings programs reach $1 billion.

Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.

The AI-powered employee financial wellness platform is meant to help small- to mid-sized advisors gain traction in the retirement plan market.

This follows a July partnership announcement with Silver Lake Waterman and a C round in 2021.

This is the held-away asset management platform's second capital raise since pivoting and changing its name from FeeX in February 2022.

AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.

With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan.