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.

It’s not a fad.

And why it's so hard to create one.

Advisors are being asked to go beyond the Triple Fs as convergence continues to gain traction.