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Overland Park, KS 66210

913-319-8100

mutualfundstore.com/

No. advisers: 359

AUM: $9,866,863,103

In the News

Warburg Pincus among private equity managers interested in acquiring Kestra Financial

February 15, 2019 - Warburg Pincus is among the private equity managers interested in acquiring Kestra Financial Inc., according to two industry sources. Bids were due this week for the independent broker-dealer, and a sale could be announced within the next few weeks, according...

How Tamarac grew from fintech startup to $1.2 trillion behemoth

November 5, 2018 - Envestnet Tamarac is one of the largest and most successful companies in the adviser technology market. The Seattle-based fintech provides registered investment advisers with portfolio management, reporting, trading, client portal and client relationship...

Warburg Pincus invests $33 million in new hybrid robo

September 10, 2018 - This summer's consolidation of robo-advisers isn't stopping new money from flowing into hopeful startups. Warburg Pincus is leading a $33 million investment in Facet Wealth, a new company that believes its unique growth strategy will avoid the high client...

3 insights on the Financial Engines-Edelman combination and how it might affect you

May 3, 2018 - On Monday, Financial Engines announced that it was being taken private by the respected private equity firm Hellman & Friedman for $3 billion in cash, a 30% premium over the pre-announcement closing price. Financial Engines will merge with Edelman Financial,...

401(k) robo-revolution is underway

March 17, 2018 - Tech upstarts are making inroads into 401(k) plans and that's bad news for some retirement plan advisers. Such fledgling companies as Betterment for Business, ForUsAll, Human Interest and Vestwell, as well as more established players such as Financial...

T. Rowe Price expands partnership with Financial Engines

February 15, 2018 - Financial Engines announced Thursday an expanded relationship with T. Rowe Price to bring all of Financial Engines' managed-account services to participants of retirement plans that T. Rowe Price administers. With the change, defined-contribution plan...

Financial Engines expands to small 401(k) plans with ADP partnership

February 6, 2018 - Financial Engines Inc., a managed-account provider for 401(k) plans, is expanding its reach by partnering with record keeper ADP to bring its advice and investment management services down-market to small retirement plans. With $160 billion in assets...

Managed accounts look attractive to 401(k) advisers, but how do you measure performance?

July 18, 2017 - For 401(k) advisers, managed accounts are a tough nut to crack. On one hand, many advisers believe managed accounts will compete with target date funds as the most popular type of default investment option in 401(k) plans as soon as they become a bit...

Vanguard to seize wealth management industry with its digital platform

May 30, 2017 - Robo-advisers have been around for over a decade, and throughout that time we've been hearing that they are a threat to established independent wealth advisers. While they might have attracted a lot of industry coverage, most robos have gathered a relatively...

Meet the annuity 'robo' looking to undercut insurance agents

April 1, 2016 - Websites like Orbitz, Priceline and Expedia helped do-it-yourself-minded travelers undercut travel agents, putting price and value comparison at the hands of the consumer right in their own home. Sign onto a computer or mobile device, fire up the Internet...

    Notes
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Chairman Ben Brigeman will serve as interim chief executive while a search for a permanent CEO is conducted.

The AMT is no longer a problem for many clients

With income thresholds higher and a lower SALT deduction after tax reform, the AMT will realistically only apply to wealthy Americans with out-of-the-ordinary tax events.

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Warburg Pincus among private equity managers interested in acquiring Kestra Financial

Sources say Kestra is being valued at between $600 million and $800 million, about eight to 10 times EBITDA.

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