Weekday news and analysis for retirement plan advisers

Monday, March 03, 2025 Exclusives | Awards | Research | Events

In Practice SECURE 2.0 Provisions Should Boost Adviser Revenue in 2025 Two-thirds of plan advisers say the newly enacted provisions will increase their revenue, in addition to increasing employee participation, according to a Fuse survey. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

ERISA Advisory Council Status Unclear The ERISA Advisory Council has not yet set a date for the year’s first meeting, and the DOL has also not yet published reports the council presented to EBSA last year.

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. The Importance of Leveraging Technology to Improve Financial Wellness

Retirement Industry People Moves - 2/28/25 Principal appoints head of retirement solutions; benefits attorney joins Wagner Law Group; Variant Investments appoints head of institutional sales; and more.

Prime Capital Financial Acquires SineCera Capital Renamed as Prime Capital Family Office, the Austin-based team will focus on ultra-high-net-worth clients.

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850