401(k) Specialist Issue 3 - 2022 - 43
401(k) PRODUCT WATCH
Two 401(k)-Focused RIAs Tap Fintech
Vise for AI-Powered Custom Portfolios
401(K) ADVISORS WHO crave tech and automation to drive
business efficiency are exploring new options-including managed
accounts.
New York-based Vise, a technology-powered asset manager allowing
financial advisors to build custom portfolios " in minutes, " announced
that RIA firms Greenstone Wealth Management and CPR Financial and
Insurance Services are among those using the Vise platform.
According to a recent Accenture study, 87% of advisors want to
use more Artificial Intelligence (AI) tools day-to-day.
At the same time, consumers face a lot of potential uncertainty
and need greater financial advice and smart strategies. Vise said
having access to technology that can allow advisors to be more
precise based on each client's specific needs, and automate tax
savings, is critical during this time.
Creative Planning
Continues Its
Acquisition Spree
CREATIVE PLANNING, ONE OF the nation's largest RIAs, announced
it acquired Wipfli Financial Advisors, the latest in a line of
acquisitions for the Kansas City-based firm.
Wipfli Financial Advisors is the wealth management and investment
advisory affiliate of Wipfli LLP. It has $5 billion in AUM and
brings 95 new employees to the Creative Planning fold, including
the firm's CEO, Jeff Pierce. The companies said Wipfli LLP will maintain
a " significant minority ownership stake in the venture. "
Wipfli LLP started Wipfli Financial Advisors in 1999. The transaction
includes Wipfli Financial Advisor's digital investment solution,
Avid, as well as its retirement plan services group. They will complement
Creative Planning's recent acquisition of Lockton Retirement
Services and its emerging wealth division.
" Creative Planning is excited to bring on the Wipfli Financial
Advisors team, " Peter Mallouk, CEO of Creative Planning, said in a
statement. " Their presence in Colorado, Illinois, Minnesota, New
Hampshire, Montana, Pennsylvania and Wisconsin will help us better
serve our clients throughout the U.S. "
" From leading with financial planning and a similar evidence-based
investment approach to the incredibly strong cultural
alignment and deep commitment to both clients and
employees, we knew Creative Planning was the right
firm for us to join with, " Wipfli's Pierce added.
ISSUE 3 2022 | 401kSpecialist.com
ONLINE
EXTRA
43
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401(k) Specialist Issue 3 - 2022
Table of Contents for the Digital Edition of 401(k) Specialist Issue 3 - 2022
Table of Contents
401(k) Specialist Issue 3 - 2022 - Cover1
401(k) Specialist Issue 3 - 2022 - Table of Contents
401(k) Specialist Issue 3 - 2022 - 1
401(k) Specialist Issue 3 - 2022 - 2
401(k) Specialist Issue 3 - 2022 - 3
401(k) Specialist Issue 3 - 2022 - 4
401(k) Specialist Issue 3 - 2022 - 5
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401(k) Specialist Issue 3 - 2022 - 43
401(k) Specialist Issue 3 - 2022 - 44
401(k) Specialist Issue 3 - 2022 - Cover3
401(k) Specialist Issue 3 - 2022 - Cover4
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