trendspotting
Trendspotting
Articles from the Trendspotting section of the magazine
Reported by PLANADVISER Staff
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Wealth Management Sector and M&A Robust in 2024
Echelon Partners reports 90 transactions in Q1, while a separate report from data firm Technavio forecasts the global wealth market...
Partnering On In-Plan Advice
Recordkeeper Empower and two large RIA advisories discussed why they’re partnering on adviser-managed accounts geared toward plan participants of all asset levels.
Ascensus to Acquire Mutual of Omaha’s 401(k) Business
Retirement services provider will add $3.9B in assets after providing outsourced recordkeeping to retirement division for years.