Weekday news and analysis for retirement plan advisers

Tuesday, April 09, 2024 Exclusives | Awards | Research | Events

Data & Research Evaluating a Retirement Income ‘Easy Button’ Morningstar researchers delve into the promise, and difficulties, of target-date series investment options with annuities. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Partnering On In-Plan Advice Recordkeeper Empower and two large RIA advisories discussed why they’re partnering on adviser-managed accounts geared toward plan participants of all asset levels.

Today’s Most Read 1. Trump Names Acting Secretary for Department of Labor 2. TIAA and Nuveen's Target-Date Annuity Strategies Reach 1 Million Accounts 3. Total Number of Advisers Has Stagnated, Cerulli Reports

Talk Less, Listen More When conducting a finalist plan presentation, it’s more important for advisers to listen to the plan sponsor than get through the pitch deck, according to a panel of expert practitioners.

Advisory M&A News – 4/8/24 Sequoia Financial Group acquires Houston-based AltruVista; Evermay Wealth Management announces acquisition of Insight Wealth Management; RIA EP Wealth Advisors adds Wacker Wealth Partners.

Pontera Adds 3 Execs With 401(k) Industry Experience Firm connecting financial advisers to 401(k) investments brings executives with experience from firms including Edelman Financial Engines, Voya, and Principal.

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