Wednesday, April 24th, 2024
A topical newsletter from PLANADVISER
Retirement and Wealth Convergence
The tightening connection between workplace retirement plan advisement and individual wealth management has been shaping much of the advisory landscape in recent years. These stories consider trends and transactions in retirement and wealth.
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DATA & RESEARCH
Surprising Retirement Considerations
Aging Americans need guidance on some often-unexplored retirement challenges, with those working with financial advisers often seeing more positive results, Hearts & Wallets finds.
DATA & RESEARCH
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 to grow 7% annually to 2027.
DEALS & PEOPLE
Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence
The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to consider.
IN PRACTICE
Three Plan Advisers on the Convergence
Three top advisers discuss the present and future of retirement plan advisement and wealth management.
PRACTICE MANAGEMENT
Retirement, Wealth Expected to Continue Convergence in 2024
Advisory Marsh McLennan Agency and consultancy EY foresee a further push toward financial advisers seeking to engage with workplace retirement savers.
DEALS & PEOPLE
CAPTRUST M&A Head Benton Leaving Firm
Rush Benton, who worked on more than 40 wealth management-focused deals, will be leaving to start his own business.
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