401(k) Real Talk Episode 163: August 13, 2025

Published on August 13, 2025

Open and honest conversation about alts in 401(k), ChatGPT on private equity, the future of cold calling and more.

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&Partners Lures Second Commonwealth Team in as Many Weeks

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Lumitas Wealth Strategies, a Woodbury, Minn.-based team with $520 million in pre-transition assets under management, is the latest to join the hybrid b/d launched by former Wells Fargo Advisors leader David Kowach.

The Modern CCO's First 90 Days: Priorities, Pressures, & What Comes Next

August 13, 2025
A CCO’s first 90 days often set the tone for long-term success — or sustained struggle. To better understand what matters most during this transition, we spoke with seasoned compliance leaders navigating the realities of financial services today.