Products & Services March 27th, 2025 401GO Expands 3(38) Services Through Mesirow Partnership Mesirow’s 3(38) fiduciary services will be integrated within the 401GO retirement platform and available to the approximately 1,400 financial adviser...
Deals & People October 31st, 2023 Creative Planning Acquires Mesirow’s Retirement Advisory Business The RIA adds $13 billion corporate plan services team soon after announcing a deal for Goldman’s personal finance unit.