Weekday news and analysis for retirement plan advisers
Tuesday, April 30, 2024
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Tech-Savvy Wealth Managers See Higher Client, Asset Growth
Advisories that leverage technology see better results both for clients and employees, according to Fidelity surveying.
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Plan Adviser of the Year Finalist Profiles: Plan Participant Service
Hear from finalists that stand out for their innovation and dedication in the service of retirement plan participants, with a particular focus on the efficient and effective delivery of individual-level advice and education.
Today’s Most Read
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What to Know About Part-Time Employee Eligibility for Retirement Plans
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2024 Sees Net Inflows of $3.1B to 529 Tuition Savings Plans
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DOL Files to Pause Appeal of Fiduciary Rule
Fiducient Promotes Goss to President
He will succeed Mark Wetzel in the role and report to Sabrina Bailey, named CEO last year.
Advisory M&A News – 4/29/24
Aon completes acquisition of NFP; Wealth Enhancement Group adds Lynch Retirement Investment Group; UBS hires financial adviser team led by Toregas.
Advisers Compliant with Reg BI are Compliant with Fiduciary Rule, EBSA Says
Ali Khawar added that insurance agents should be knowledgeable of the assets a client is giving up to buy an annuity.
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