Weekday news and analysis for retirement plan advisers

Tuesday, December 17, 2024 Exclusives | Awards | Research | Events

In Practice Advisers Giving Back: Theresa Conti A retirement industry leader takes time out every holiday season to provide gifts to kids in need in her local Arizona community. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Advisory M&A News - 12/16/24 Modern Wealth adds $500 million in AUM with 3 acquisitions; Merit Financial Advisors merges with Trinity Financial Partners; Cetera welcomes $231 Million AUA team to Summit Financial Networks.

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

Former WAMCO Exec Leech Pleads Not Guilty to Cherry-Picking Allegations Ken Leech is fighting accusations of making favorable trades for some clients at the expense of others.

Video: Balancing Opportunity and Conflict in Wealth Services Panelists at PLANADVISER 360 delve into details of the convergence between retirement plan and wealth management services.

Hub Projects Compliance, Due Diligence, Well-Being Will Be Essential to Plan Success in 2025 The employee benefits provider’s annual outlook also anticipates active and passive investment ‘mirroring’ in plans to mitigate risk.

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