Insights & Resources
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RPAs considering M&A should learn from RIA deals
September 23, 2021 | Author: Chris Karam
Retirement Plan Advisor (RPA) merger and acquisition activity trends continue into 2021. Improvement in RPA proficiencies could mean higher valuations. Click below to read the full write-up.
Focus On The Markets Q3 2021
July 20, 2021 | Author: James Jaramillo
Are the bulls leaving the rodeo or are the bears hibernating until next year? Click “Read More” to view video with Finspire’s thoughts on the market.
Fulfilling the fiduciary duty for managed accounts
July 13, 2021 | Author: James Jaramillo
Managed account may make economic and investment sense but are plan sponsors overseeing them appropriately? Click below to read the full write-up.
ESG is already in 401(k)s – just look beyond the name
May 4, 2021 | Author: Chris Karam
See updates and our thoughts as we share perspective on socially responsible investment within 401(k) plans. Click below to read the full write-up.
Focus On The Markets Q2 2021
April 15, 2021 | Author: Chris Karam
Click below to view video with Finspire’s updated Q2-2021 market/economic commentary