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Scaled Retirement Advisory Firms

September 2, 2021

Despite a global pandemic and skyrocketing valuations of targeted firms, the trend toward consolidation in the retirement advisory landscape continued in 2020. Led by a small but powerful group of 15 firms commonly known as “aggregators,” these firms now manage $1.7 trillion in retirement assets.

Aggregators have progressed into what we now call scaled retirement advisory firms (SRAFs). Their emergence and growth have evolved as they seek to build highly scalable models to expand retirement distribution.

In our recent white paper on SRAFs, we explore:

  • Their position in the retirement distribution landscape
  • Recent M&A activity and growth strategies
  • The effects of their operating model on the retirement landscape

Read "SRAFs: The future and the promise of the aggregators." Download the PDF.

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