Deals & People April 5th, 2024 Retirement Industry People Moves – 4/5/24 NEPC Hires O’Connor to head DC as Ryan is promoted to team lead; top adviser DeBello joins CAPTRUST; LeafHouse promotes...
Deals & People March 27th, 2024 Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to...
Client Service February 23rd, 2024 Advisers Giving Back: Brad Holdhusen and the Father’s Club The Prime Capital Investment Advisors adviser discusses a grassroots organization to promote fathers’ involvement with kids and communities.