Weekday news and analysis for retirement plan advisers
Tuesday, February 25, 2025
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Great Gray Expands Retirement Business With RPAG Acquisition
The transaction will expand Great Gray’s presence in the retirement plan advisory market.
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Adviser Industry Faces Significant Shortage, per McKinsey Report
Growing demand for financial services is expected to require as many as 110,000 new advisers in the next nine years.
Today’s Most Read
1.
Georgia Bill Aims to Create State-Run Retirement Plan
2.
Edward Jones Launches Private Client Services for High-Net-Worth Clients
3.
Employees Take Action After Financial Wellness Engagement
Advisory M&A News – 2/24/25
Marsh McLennan’s Mercer to acquire SECOR Asset Management; Creative Planning acquires Maxwell Wealth Strategies.
Call Center Rep Accessed Data of More Than 2,000 Customers at Inspira Financial
The third-party call center representative improperly accessed personal data of retirement plan participants between December 2024 and January 2025.
SEC Announces Unit to Protect Investors From Crypto, AI Scams
The Cyber and Emerging Technologies Unit
will be led by Laura
D’
A
lla
i
rd
, who was co-chief of
the predecessor
Crypto
Assets and Cyber Unit
.
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