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. What Should Fiduciaries Expect in Health Plan Service Fee Disclosures? 2. Annuities Options Get Bipartisan Backing in House Hearing 3. Busting 5 Myths About Private Market Investments

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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