Rogers Crowley

3 weeks ago | riabiz.com | Brooke Southall |Rogers Crowley

Fielding Miller calls on Mike Wunderli at 'inflection point' after CAPTRUST zoomed to $1 trillion but needs M&A energy injection to hit $2 trillion The CAPTRUST CEO's firm dominated the 401(k) RIA rollup game for a decade, and LA dealmaker's hire comes as the market has changed to higher multiples and more determined rivals. Mike Wunderli: I’ve seen how the industry’s top acquirers have evolved. Keith Girard contributed to the editing of this article.

1 month ago | riabiz.com | Brooke Southall |Rogers Crowley

Fidelity piloted 'free-money' 401(k) matches for eight years before going live last year; now Schwab is 'bolting-on' a third-party gizmo and imitating its rival with the launch of its own program Big 401(k) recordkeepers are racing to avail plan participants of billions in cash employers are eager to funnel to them under new scheme unlocked by the SECURE Act 2.0 Louis Harvey: ‘Fidelity adds value for employers that translates into profits.’Keith Girard contributed to the editing of this article.