Weekday news and analysis for retirement plan advisers
Wednesday, February 19, 2025
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Women’s Growing Financial Power Could Reshape Wealth Management, CFP Reports
As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to professional financial planners for guidance.
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Advisory M&A News – 2/18/25
Arthur J. Gallagher & Co. acquires Agilis Partners LLC; Morningstar forms alliance with SS&C’s Black Diamond wealth platform; Tocqueville Asset Management welcomes Poplar Forest Capital.
Today’s Most Read
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2025 PLANADVISER Top Retirement Plan Advisers
2.
Social Security Administration Changes Process to Prove Identity
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Lockheed Martin Sued for In-House Management of 401(k) Plan
Mercer to Acquire Investment Consultant SECOR Asset Management
The transaction is expected to close in the second quarter of 2025.
District Court Again Backs Biden-Era ESG Rule, but Its Future Remains Unclear
A federal judge in Texas ruled that the 2022 ESG rule does not violate ERISA, reaffirming his initial decision made before the Supreme Court overturned the
Chevron
standard.
Keeping Up With SECURE 2.0 Changes
Advisers discuss how they manage adoption of plan provisions with clients.
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