Weekday news and analysis for retirement plan advisers

Tuesday, April 23, 2024 Exclusives | Awards | Research | Events

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. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Plan Adviser of the Year Finalist Profiles: Closing the Coverage Gap - Micro/Startup Plans In coming days we’ll be sharing profiles of our retirement plan adviser of the year finalists. Hear today from advisers who stand out for their dedication to helping more Americans save for retirement in the workplace via micro and startup plans.

Today’s Most Read 1. 401(k) Excessive Fee Litigation Spiked to ‘Near Record Pace’ in ’24 2. Transamerica Introduces New Logo 3. John Hancock Retirement Announces Partnership With Vestwell

Advisory M&A News – 4/22/24 Shore to Shore Private Wealth joins Janney; Ritholtz Wealth Management opens Los Angeles office; Citizens adds San Francisco wealth team with $5B client assets.

Fidelity Launches Hub to Assist Advisers’ Organic Growth Strategies The new platform is aimed at helping advisers acquire clients, build partnerships and scale their businesses.

Nuts & Bolts: Creating a Tax-Efficient Retirement Income Strategy Shawn Plummer, a benefits expert who has trained financial advisers, breaks down the key elements of guiding participants toward tax-advantaged savings.

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