Weekday news and analysis for retirement plan advisers

Tuesday, January 30, 2024 Exclusives | Awards | Research | Events

Practice Management BlackRock Heightens DC-Adviser Focus Firm announces new resource center, and leader, to work across DC plan and financial advisement. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Advisers Hardly Ever Recommend Active TDFs to Retirement Plans, Research Shows A report from Cerulli also found that student loan matching and Roth matching are among the most recommended SECURE 2.0 provisions to plans.

Today’s Most Read 1. Nearly Half of Retirees Have No Formal Decumulation Strategy 2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO 3. 401(k)s and the Courts in 2025

Advisory M&A News – 1/29/24 Bernstein Private Wealth Management expands ultra-high-net-worth platform; Cetera completes minority investment in Wilde Wealth Management Group; Wealth Enhancement Group announces addition of Shawn M. Scott team.

OneAmerica Announces Rebrand to OneAmerica Financial The firm’s logo and website will both be updated in an effort to clarify the focus of the Indianapolis-based company’s work.

Leading Teams Starts With Mindset Shift Many advisers rise through the ranks due to success with clients, but leading often takes other skills, writes a Hartford Funds VP of applied insights.

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