A Roadmap for Maximizing the Value of 3(38) Services

Published on November 13, 2025

Wanek case confirms the value in plan sponsors responsibly hiring ERISA 3(38) investment managers.

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RFG Hires CFO From Private Equity Owner

November 13, 2025
Doug Nelson, a former principal at Long Ridge Equity Partners, replaces Kenneth Kim, who joined RFG in 2024 from FNZ.

Why Advisory Firms Are Chasing 'The Same Person'

November 13, 2025
With headcounts not expanding, successful advisors have options to grow their books, recruiter David Testerman maintains.      Related StoriesSmall-Business Owners Value Professional Advice: EquitableCommission-Free Annuities Drive Elusive Organic Growth: David LauIndivisible Partners Taps Wealth.com for Estate Planning