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Weekday news and analysis for retirement plan advisers
Wednesday, April 10, 2024
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PEP Pros and Cons
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A panel of advisers and providers who use PEPs discuss the benefits and potential pitfalls for clients and advisory firms.
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Carson Group Founder and CEO Steps Down
Ron Carson will move to the role of chairman, names current Chief Strategy Officer Burt White to take the head role.
Today’s Most Read
1. DOL Files to Pause Appeal of Fiduciary Rule
2. Income Target-Funds Reach $22B in Assets in 2024
3. Answering Questions About SECURE 2.0 Catch-Up Provisions
4 Habits of Successful Plan Advisers
Plan advisers shared habits that have helped advance and grow their practices during a panel at the NAPA 401(k) Summit.
Investor Satisfaction With Online Brokerages Flatlines
J.D. Power finds self-directed investors’ satisfaction is almost flat year-over-year despite robust markets; Fidelity, TD Ameritrade and Vanguard top satisfaction lists.
Senvest Charged $6.5M by SEC for Off-Channel Communications
Senior employees at Senvest were charged for using personal devices with auto-delete features to discuss matters covered by the securities laws.
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