August 2025
Are PEPs the Wild West or Are They a Way to Tame It?
Axios Advisory Group Joins EdgeCo’s AmericanTCS Business Unit
In PA, a 51YO KPA Show and RKing TPA Sells
Two Providers Prep a Rockefeller 403b Offering
Deals & Recruiting Roundup: LPL, Geowealth, EdgeCo, Merchant and More
AmericanTCS and Voya Weigh Anchor On a New 403b
June 2025
PensionPro’s Parent Seals a 10th Retirement Acquisition
EdgeCo bolsters AmericanTCS unit with ERISApedia deal
Retirement Industry Deals and People Moves
EdgeCo Holdings Acquires ERISApedia
After the ERISApedia Deal, What’s Next For McCutcheon & Co?
May 2025
How Institutions Are Trying to Spot Cognitive Decline
AmericanTCS, 7 Simple Machines Partner on Census Reporting
Friday Picks Thompson’s Successor, And …
12Y In, an Ops Leader Says Goodbye to AmericanTCS
Advisor Tech Talk (Week of 5/13/25)
AmericanTCS Reschedules and Tweaks a 2024 Launch
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 Surpasses $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