Weekday news and analysis for retirement plan advisers

Tuesday, June 04, 2024 Exclusives | Awards | Research | Events

Data & Research Plan Sponsors Increasingly Offer Financial Adviser Services Participant demand for adviser services is driving demand, according to MFS. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Recent College Graduates See Finance as Top Career Prospect Young adults are also more optimistic in career prospects compared to prior years; separately, CFP marked a milestone of 100,000 people reaching certification as financial professionals.

Today’s Most Read 1. What Should Fiduciaries Expect in Health Plan Service Fee Disclosures? 2. Could Greenland Annexation Threats Lead to US Treasurys Sell-Off? 3. Busting 5 Myths About Private Market Investments

Goldman Sachs Recruits New Leader of DC Large Market Institutional Sales Heidi Walsh is joining from T. Rowe Price to work on investments, advisory services and financial wellness topics with the largest institutional defined contribution plan sponsors.

Advisory M&A News – 6/3/24 Citizens adds Boston-based adviser team; SLK Private Wealth welcomes team with over $300 million in client assets; 5 business lines of Connectus Wealth Advisers join The Colony Group.

Empower Names Marta Norton Chief Investment Strategist Separately, J.P. Morgan appoints Shayan Hussain as head of US Investment Specialists.

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