Weekday news and analysis for retirement plan advisers

Wednesday, July 03, 2024 Exclusives | Awards | Research | Events

Data & Research Don’t Overlook the Silent-to-Gen X Generational Wealth Transfer Hearts & Wallets’ findings counter the idea that the Baby Boomer-to-Millennial wealth transfer should be advisers’ focus. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Considering the Hot Private Market Space for DC Plans As new Blackstone financial adviser surveying reiterates the growth in private market investing, can asset managers leverage the moment to champion its inclusion in defined contribution plans?

Today’s Most Read 1. Georgia Bill Aims to Create State-Run Retirement Plan 2. Edward Jones Launches Private Client Services for High-Net-Worth Clients 3. TIAA Expands Annuity Availability to Its IRAs

M&A Shows Up As Top Driver of Recordkeeper Swaps in New Study Poor service quality was another driver of recordkeeper moves, new research from Escalent finds.

BNY Taps Minaya as Global Wealth Head The former leader of TIAA’s Nuveen asset management division will start in the role on September 3.

Participants’ Progress Fresh research shows signs of progress for 401(k) savers, but challenges from lack of access to losing momentum due to job changes still need to further increase participant savings in the U.S.

Industry Intel Roundup Featured Thought Leadership PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.

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