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.
Aging Population Will Lead to Great Wealth Transfer, Retirement Shifts
2.
DOL Pursues Final Ruling to Strike Down Fiduciary Rule
3.
More Women Enter Wealth Management but Underrepresentation Remains
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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