December 2024
GPS Will Power a PEP For a 500,000-Employee Market
In 2 Years, a PE-Backed Acquirer Adds 200 Staff and 125K Plan
EdgeCo Holdings Supresses $600 Billion in Assets
AmericanTCS and NewEdge Growth Pushes Parent EdgeCo Past $600 Billion
NewEdge parent company soars to new record $610B assets
October 2024
With Three Allies, TRA Explores Taking the PEP Plunge
AmericanTCS and Lincoln Team Up With a Utah RIA
2 TPA-Focused Tech Shops Team Up
Corporate Roundup: Carson Group Buys $1B Firm, John Hancock Hires Participant Outcomes Leader
PensionPro Connects With a Payroll API Aggregator
Lessard Explains 7 Simple Machines’ New Alliance
The Trump tax cuts are expiring, so what are advisors saying?
How Are RKers Celebrating NRSM 2024
Wealthtech Roundup: Amplify, Surge Ventures, Farther, PensionPro and More