Weekday news and analysis for retirement plan advisers

Tuesday, March 26, 2024 Exclusives | Awards | Research | Events

Data & Research Millennials, Gen Z Triple Financial Wealth Since 2019 Financial assets of the two generations have grown to almost $6 trillion in 2022 from $2 trillion in 2019. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Advisers Giving Back: Mike Devlin and the Village of Tanyigbe A pension risk consultant’s volunteer trip to Africa turned into an impactful project for a small village in Ghana—and a life-changing experience for him.

Today’s Most Read 1. Nearly Half of Retirees Have No Formal Decumulation Strategy 2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO 3. 401(k)s and the Courts in 2025

Advisory M&A News – 3/25/24 Kingswood, Wentworth announce merger to form Binah Capital Group; Osaic adds Father/Daughter Duo; OneDigital acquires Creative Business Resources.

Former Fidelity Private Wealth Head Joins Empower’s Wealth Division Roger Hobby was hired by Empower to a senior role in its recently rebranded consumer wealth division; he is the second former Fidelity head to join this year.

DOL Defends ESG Rule Against 5th Circuit Appeal The challenge to the DOL’s ESG rule continues at the appellate level.

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