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Wednesday, February 26th, 2025
A topical newsletter from PLANADVISER
Retirement and Wealth Convergence
This week’s Spotlight series considers trends in retirement and wealth convergence.
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Deals & People
Private Equity Dominates Wealth Management M&A Activity
M&A deals with private equity backing have surged over the past decade, according to Fidelity.
Data & Research
Adviser Industry Faces Significant Shortage, per McKinsey Report
Growing demand for financial services is expected to require as many as 110,000 new advisers in the next nine years.
Client Service
Morningstar IDs Best Robo-Advisers of 2025
Vanguard Digital Advisor tops the list, followed by Fidelity Go and Betterment/Betterment Premium.
Client Service
Retirement, Wealth Convergence Still in ‘Early Innings’
Advisory business leaders working to bridge retirement plans and wealth services agree it’s still early days, but the market may be speeding up.
Deals & People
Interest Still Strong in Retirement Plan Adviser Acquisitions
An M&A trends report from Marshberry shows slowing, yet still robust, dealmaking for retirement plan advisories, as scaled and multi-service providers dominate the market.
Data & Research
Micro-401(k) Plan Market Ripe for Non-Specialist Adviser Growth
The market for 401(k) plans with less than $5 million in assets is poised to hit 1 million plans by the end of the decade, with wealth advisers poised to capitalize, according to Cerulli.
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