Weekday news and analysis for retirement plan advisers

Thursday, July 25, 2024 Exclusives | Awards | Research | Events

Compliance Pennsylvania Judge Rejects Challenge to FTC’s Noncompete Ban The ruling contradicts an injunction a Texas court scheduled to take effect in September. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

PE Firm KKR to Acquire Janney Broker/dealer Janney will bring its $150 billion in client assets but remain an independent business.

Today’s Most Read 1. Emergency Savings Linked to Less 401(k) Loan Use, Stronger Retirement Outcomes 2. DOL Stops Enforcing Biden-Era Independent Contractor Rule 3. 2025 PLANADVISER Adviser Value Survey

Americans Want Government to Shore Up Social Security Funding Ahead of fall elections, Americans have signaled their commitment to Social Security, but whether politicians listen and act remains uncertain, per experts at an NIRS webinar.

Wealth Enhancement Group Nearing $5B in Retirement Plan Coverage The wealth and retirement plan advisory is leaning on its holistic plan offerings for current and future advisers.

From Plan Education to Wealth Management When does financial education and planning for a 401(k) participant turn to individual wealth management? Practitioners discuss best practices for when education becomes fee-based advisement.

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