RIA Consolidation Models and Opportunities

Published on April 9, 2025

The pros and cons of centralized and decentralized RIA consolidation models for retirement plan advisors.

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401(k) Real Talk Episode 147: April 9, 2025

April 9, 2025
Open, honest and candid discussion about March jobs numbers, Commonwealth ruling overturned, PEPs in DC plans and the future of revenue sharing.

Shadow Banks Are Too Big to Stay in the Shadows

April 9, 2025
When it’s finally completed seven years from now, Citadel LLC’s New York tower will be the second tallest building in the city, after the World Trade Center. It will also loom over the headquarters of JPMorgan Chase & Co. just a few hundred yards south along Park Avenue.