Weekday news and analysis for retirement plan advisers
Monday, January 27, 2025
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Deals & People
Insurance Brokerage M&A Continues to Surge in 2024
Hub International, active in
retirement plan
deals
, completed 48 transactions during the year, MarshBerry reported.
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Retirement Industry People Moves – 1/24/25
Nationwide’s president and COO announces retirement; Alera Group appoints a new director of retirement adviser services; T. Rowe Price hires an institutional business development executive;
and more.
Today’s Most Read
1.
DOL Files to Pause Appeal of Fiduciary Rule
2.
Income Target-Funds Reach $22B in Assets in 2024
3.
Answering Questions About SECURE 2.0 Catch-Up Provisions
IRI, Cannex Introduce Baseline Values Tool for Annuities
The
solution
is intended
to
improve
financial planning by
integrating annuit
y options
more directly into the modeling process
.
TRENDING: Total Number of Advisers Has Stagnated, Cerulli Reports
While AUM continues to grow, training, mentorship and succession planning could all help address the headcount stasis.
Beyond TDFs
A look at some of the leading defined contribution investment solutions competing with target date funds.
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