Retirement Analytics & Perspectives
Deep industry expertise combined with unique thought leadership to ensure your organization and those within it are informed with practical insight to navigate today's changing retirement landscape.
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Gain a more complete understanding of how M&A is impacting the Retirement industry and the state of your business relative to the broader marketplace.
Contact wrgMore than a point of view. Practical insights built on experience.
We leverage unparalleled industry experience as Advisors, TPAs, Recordkeepers, M&A Advisors and FinTech leaders. As the Retirement Industry's Premier M&A Advisory, we have a deep understanding of the unique complexities of the Retirement Advisory firm, market forces and M&A.
Analytics and Perspectives cover:
- Broader Industry Trends
- Industry Leading Research
- M&A Activity
- Consolidation and Market Forces
- Sell-Side Strategies and Trends
- The Race to the Participant
Other services
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Business Strategy & Planning
Bringing the market understanding, know-how, and market expertise to help improve performance, position your firm for real competitive advantage, and greater enterprise value.
Valuations & Financial Benchmarking
Execute a full market valuation of your business, while providing data and insights around strengths, weaknesses, opportunities and threats.
