401(k) Real Talk Episode 80: October 11, 2023
Fred Barstein, contributing editor for RPA Edge, reviews all of the week’s industry news and selects the five important/interesting stories.
Source: wealthmanagement.com
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401(k) Real Talk Episode 79: October 4, 203 | Wealth Management
Open, honest and candid discussions about the latest news in the RPA industry.
Source: wealthmanagement.com
RPA Conversations: Jeff Rosenberger
Guideline's Jeff Rosenberger advocates for plan sponsors to adopt auto features.
Source: wealthmanagement.com
401(k) Real Talk Episode 78: September 27, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
Source: wealthmanagement.com
Carlyle gets a stake in Captrust
Carlyle is giving a cash infusion to acquisition-hungry Captrust, the latest sign that private equity is still very much interested in RIAs.
Source: investmentnews.com