Weekday news and analysis for retirement plan advisers
Tuesday, January 23, 2024
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American Funds Maintains Largest TDF Inflows in 2023
The TDF manager brought $19.8 billion into its TDF investments in 2023, highest among U.S. managers.
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Advisory M&A News – 1/22/24
Dynasty Network adds Steadmont Advisors; MAI Capital Management acquires Traverso Chambers Private Wealth Management; Stofan Agazzi Investments joins Stifel Independent Advisors.
Today’s Most Read
1.
401(k) Excessive Fee Litigation Spiked to ‘Near Record Pace’ in ’24
2.
Transamerica Introduces New Logo
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John Hancock Retirement Announces Partnership With Vestwell
Detailing the DOL’s Auto-Portability Proposal
Its goal is to help missing participants consolidate their retirement assets in a tax-advantaged workplace plan.
Oxford Survey Finds DOL May Have Underestimated Compliance Cost of Fiduciary Proposal
New rollover disclosure needs would contribute to a majority of the cost, according to the survey commissioned by financial industry group FSI.
Client Attraction Through Giving
401(k) marketers and advisers give tips on business development in an age of compressed fees, social media and busy schedules.
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