When talking about the cycle of client-side innovation, Escher is thoughtful and deliberate in his words, yet animated. “For innovation to happen,” he explains, “you…
In today’s market, personal liability lawsuits can be very, very expensive — the liability insurance on your personal insurance policies may not be enough to…
It’s that time of year again, when we celebrate our accomplishments as a team and announce our company award winners. Employees are nominated and chosen…
Recently, TPG’s own Amy Crandall was featured in the series called “Insuring Something Good” from the Cincinnati Insurance Companies. As part of our Give30 campaign,…
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was passed in December 2019. The act included many provisions aimed to increase access…
Listen to John Woolley, Managing Director of Wealth Management and Chief Investment Officer, and Stuart Robertson, Portfolio Manager, discuss what happened with bonds in 2022…
For those of you with calendar year plans, you’ve likely started receiving messages from your recordkeeper or TPA to submit your compliance testing data for…
By Bonnie Treichel Chief Solutions Officer Endeavor Retirement (as excerpted from The Compass Newsletter, published on 12/29/22) Congress brought holiday cheer to savers,…
