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Inflation nudges retirement plan participants to adopt healthy habits
While the current economy is causing uncertainty and jitters, it’s also encouraging participants to act more like institutional investors.
What drives value for RPA firms?
RPAs with strong wealth management businesses and leadership will command a premium price, among other factors.
For RPAs thinking about selling, there may be no time like the present
Over the past several years, the pace of dealmaking has accelerated, and valuations for desirable RPAs have climbed to earnings multiples that not long ago would have stunned buyers and sellers. That makes the present a very good time to consider becoming part of a larger firm.
NFP, Natixis targeted in 401(k) lawsuits
At the heart of NFP case is the flexPath target-date series, which was added to Wood Group plan in 2016, when it was essentially brand new. Schlichter Bogard & Denton brought the case.
