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Tuesday, March 19, 2024
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2 Advisers Fined for ‘AI Washing’ Marketing Violations
PA-031824-AI-marketing-SEC-charges-1442739535-web
Delphia and Global Predictions were fined a combined $400,000 for marketing rule violations related to their use of artificial intelligence.
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Advisory M&A News – 3/18/24
Savvy Advisors adds principal wealth managers; Merit Financial Advisors partners with Viren and Associates.
Today’s Most Read
1. 2025 PLANADVISER Retirement Plan Adviser of the Year
2. Employees Take Action After Financial Wellness Engagement
3. JPMorgan Sued Over Health Plan’s Generic Drug Costs
Millennials Redefine Retirement as ‘Financial Independence’
Although Millennials are somewhat confident about having enough retirement savings, a significant number experience 'money dysmorphia,' according to new research. 
401(k) World: The Litigators
The final story in this quarter’s PLANADVISER In-Depth series considers 401(k) litigation’s present and future.
In Case You Missed It: 2024 Retirement Plan of the Year Finalists

The finalists have demonstrated leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.
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