Personalized retirement outcomes are the future of financial planning and plan design. Discover why getting personal is crucial for achieving retirement goals in the latest Just Sayin’ column by LeafHouse CEO, Todd Kading, CFP®, RF™. Read more: https://lnkd.in/gxHb_ibJ #napanet #affordabletechnology #retirementoutcomes Steve McCoy Jeremy Gioia Kevin Murphy David Blanchett Mark Dennis Jenna Nelson Dave Paulsen Matt Bartch, CFA Tina Sanchez Jeffrey Cullen Deane Mayerhofer Scott Colangelo Kevin Toledano Yaqub Ahmed Steven McKay Benjamin Thomason, JD Greg Porteous John Faustino AIFA®, PPC® Jennifer Thomas Forrest Wilson Sam Mitchell Fred Barstein John Sullivan Nevin Adams Robert J. Loeb, AIF Michael Garberich, CFA Dallas Villarreal Dale Homburg Scott Pearson Jay Washington, MBA, CEBS, AIF®, RICP® Reid Yoder James Olson Kassandra Hendrix
LeafHouse
Financial Services
Austin, Texas 3,369 followers
The FlexFiduciary™. LeafHouse creates smart and flexible packaged retirement solutions to better serve clients.
About us
A technology company that creates investment solutions for the banking, insurance, and retirement plan industries. LeafHouse specializes in creating investment solutions including fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, automated rollovers, and enterprise technology solutions. The firm has the organizational strength and technological platform to meet the needs of clients and partners. LeafHouse collaborates with plan sponsors, advisors, recordkeepers, investment managers, and administrators to develop creative solutions and build partnerships. The firm aims to make people’s financial lives better by providing strong client service, modernizing technologies, increasing communication, and improving data insights.
- Website
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http://www.leafhouse.com
External link for LeafHouse
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Austin, Texas
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Retirement Plan Fiduciary Services, Financial Advisory Practice Management, Investment Management, Financial Planning, Consulting, and Enterprise Technology
Locations
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Primary
6504 Bridge Point Pkwy
Suite 450
Austin, Texas 78730, US
Employees at LeafHouse
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Todd Kading, CFP®, RF™
Entrepreneur • Chief Executive Officer • Transformational Leader
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Jay Washington, MBA, CEBS, AIF®, RICP®
Eastern US Sales Director at LeafHouse | Fiduciary partner putting advisors table side with the client | Non-profit Board Member | Champion for…
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James Olson
Marketing and product innovator for retirement industry
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Reid Yoder
Sales Director at Leafhouse
Updates
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Independence Day reminds us that government of, by, and for the people is the foundation of our Constitutional Republic. #happy4thofjuly #freedom
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Remember those that sacrificed. Be thankful. #MemorialDay
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Thank you Scott Colangelo, Matthew Eickman, J.D. AIF®, and Kevin Toledano for inviting LeafHouse CEO, Todd Kading, CFP®, RF™ to join the 16th Annual Qualified Plan Fiduciary Summit. Qualified Plan Advisors' dedication to guiding individuals and businesses towards financial prosperity is truly commendable. Personalized Experience: Advisor Managed Accounts panel was informative and drove home the point that technology has advanced since 2006. Options are good. Employers should have more than one choice when it comes to #personalization.
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As a leading third-party investment fiduciary in the United States, LeafHouse welcomes the release of the new Fiduciary Rule. We are committed to elevated fiduciary standards and remain dedicated to the principles. Keep your friends close and your Fiduciary closer. #retirementplan #fiduciary This topic might come up at the next #LNRS https://lnkd.in/gCCb4qW3
Fact Sheet: Retirement Security Rule and Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries
dol.gov
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Don’t miss #NAPA401kSummit Panel on Tuesday at 8 am: Guaranteed In-Plan Income Challenge Solved! Hear perspectives from industry leaders on retirement income. Now is the time to implement key takeaways into our strategies. Special thanks to the panelists for sharing their expertise and sparking valuable discussions: LeafHouse's Chad Brown, Bonnie Treichel Endeavor Retirement, Alex Assaley, AIF® AFS 401(k) Retirement Services, LLC, A HUB International Company, Glenn Dial American Century Investments Matthew Wolniewicz, AIFA Income America #401k #guaranteedincome #fiduciary #fintech
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The LeafHouse team is thrilled to connect with so many inspiring professionals at the #NAPA401kSummit! It is a fantastic opportunity to exchange insights, build new relationships, and explore potential collaborations. Stop by the LeafHouse Booth #436 and learn about investGrade™. Unleashing Innovation Under the Eclipse: Tomorrow's Tech Unveiled! #TheAdvisorExperience #partnership Michael Garberich, CFA, Kara Brookbank, Jay Washington, MBA, CEBS, AIF®, RICP® James Olson, Todd Kading, CFP®, RF™, Chad Brown, Kassandra Hendrix
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Kudos to our new EVP, Corporate Strategy, Kassandra Hendrix. Her talent, tenacity, and work ethic are a credit to her and essential to the LeafHouse and investGrade™ organizations. #leadership #teamwork
Retirement Industry People Moves
plansponsor.com
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LeafHouse is excited for the NAPA Summit in Nashville on April 7-9th! Stop by Booth #436 and visit with the team! Unleashing Innovation Under the Eclipse: Tomorrow's Tech Unveiled! Thank you Brian Graff, John Sullivan, Nevin Adams and the #napa401ksummit team for rocking it and bringing the industry together. #theadvisorexperience #creativedisruption Todd Kading, CFP®, RF™, Dale Homburg, Kassandra Hendrix, Michael Garberich, CFA, Chad Brown, James Olson, Jay Washington, MBA, CEBS, AIF®, RICP®, Kara Brookbank, Dallas Villarreal, Stu Sorensen
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In the latest Just Sayin’ column, LeafHouse CEO, Todd Kading, CFP®, RF™ is waking up the industry by highlighting the misconception of viewing recordkeeping as a "commodity" despite its complexity and critical role. Todd talks about fee compression and how it has led to consolidation among recordkeepers, resulting in fewer choices and diminished service quality. The article urges stakeholders to recognize the value of recordkeeping services, acknowledge the costs involved, and refrain from demanding unsustainable fee reductions that could jeopardize service integrity and industry viability. Read more here: https://lnkd.in/gcN2Pdjn #recordkeepers #retirement #wakeup
Stop Trying to Put Recordkeepers Out of Business: Just Sayin’
napa-net.org