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Friday, March 01, 2024
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Special Coverage: Retirement and Wealth Convergence
Rampant M&A has brought retirement plan advisement and wealth management closer together, but how will the business model do? This month’s special coverage considers various aspects of the convergence.
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Vanguard CEO Buckley to Step Down This Year
The asset manager’s board will commence a search among internal and external candidates, while CIO Greg Davis has added the ‘president’ title.
Today’s Most Read
1. Potential Implementation Delays Face Social Security Fairness Act
2. Will Trump DOL Move Away From Biden Independent Contractor Classification Rule?
3. Advisers Planning to Increase Technology, AI Usage and Spend
Product & Service Launches – 2/29/24
Robinhood kicks off gig workplace IRA offering with employers including Grubhub; The Hartford to offer Origin financial wellness program to participants; and MetLife joins Fidelity's immediate annuity offering.
William Birdthistle Leaves SEC Post, to Be Replaced by Natasha Vij Greiner
Birdthistle greatly influenced many proposals and rules affecting advisers, including the names rule and the predictive analytics proposal.
Prime Capital Announces Scholarship Fund Encouraging Women to Work in Finance
The program aims to support diversity in the financial services industry.
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