Weekday news and analysis for retirement plan advisers

Tuesday, February 27, 2024 Exclusives | Awards | Research | Events

Client Service Personalized Financial Outreach Wins More Clients, per Broadridge The company’s general manager, Kevin Darlington, explains how personalized messages—sometimes aided by AI—produce proven results for investor engagement. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

401(k) World: Recordkeepers, Advisers and ‘Co-opetition’ The third installment of Planadviser In-Depth’s series on the 401(k) market considers the various ways recordkeepers are looking to evolve.

Today’s Most Read 1. Altruist Includes Tax Planning on AI Platform for Advisers 2. Cerity Partners to Merge with Verus to Expand Investment Capabilities 3. Nuveen Offers to Acquire Schroders for $13.5B

Toland, Finke to Launch Income Planning Tool to Visualize Withdrawal Options Retirement and annuity experts created IncomePath, which can include an assessment of annuity options in a saver’s retirement income plan.

Advisory M&A News – 2/26/24 The Retirement Planning Group acquires Dightman Capital Group; Marsh McLennan Agency to acquire Querbes & Nelson and Louisiana Companies; and Stratos Wealth Partners welcomes Pettinelli Financial Partners

Michigan Bill Proposes State Auto-IRA Program State Representative Mike McFall proposes a bill to expand retirement access for the private sector workforce, joining 15 other states.

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