Weekday news and analysis for retirement plan advisers

Tuesday, July 16, 2024 Exclusives | Awards | Research | Events

Deals & People Retirement Law Group Rebrands as Fiduciary Law Center Jason Roberts’ ERISA legal practice aims to represent the broader footprint of its services while also bringing on Matthew Eickman as chief legal officer. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Financial Literacy’s Connection to Growing the Adviser Industry Lenox Advisors leaders say cultivating new talent for the financial sector starts with getting young people engaged with finances in their own lives.

Today’s Most Read 1. Beyond the Annuity Puzzle: Rewiring the Psychology of Lifetime Income 2. A Side Gig Retirement Plan 3. DOL Reconsidering Biden-Era ESG Considerations Rule

Advisory M&A News – 7/15/24 Wealth Enhancement Group acquires Peak Financial Services and Rock House Financial; Dalton joins Cetera Advisor Networks, and Rally Wealth and Benefits joins Cetera's Summit Financial Networks; RBC adds Callot Wealth Management Group.

Osaic Enhances Retirement Income Tool for Financial Advisers The wealth management platform augments its income planner for financial advisers currently managing more than $4 billion per year.

TPA-Advocate Group NIPA Names Next Officers The institute taps five 2024-2025 board officers.

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