Weekday news and analysis for retirement plan advisers
Tuesday, March 05, 2024
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Advisers Face Obstacles to Incorporating Alternative Investments
Only one-quarter of advisers even have access to alts, according to Fidelity.
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Advisers Are Skeptical of AI’s Potential. This Economist Says It May Be at Their Own Loss
Behavioral economist Shlomo Benartzi took to LinkedIn to gauge how financial advisers view AI’s ability to replace humans. The response surprised him.
Today’s Most Read
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Will Trump DOL Move Away From Biden Independent Contractor Classification Rule?
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Department of Labor Secretary Nominee Gets Confirmation Hearing Date
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What to Know About Part-Time Employee Eligibility for Retirement Plans
Advisory M&A News – 3/4/24
PCS Retirement announces investment from Lee Equity Partners; Guthrie Rouner Group joins Ameriprise Financial; Robertson Stephens Wealth Management acquires the Thrush Group; and more.
How to Plan for Social Security Cuts
Robert Pagliarini explains why advisers should help their clients use saving and investment strategies that account for contingencies based on the future of Social Security.
Electronic Investor Disclosure Legislation Advances in Congress
Both houses are advancing legislation to prioritize electronic delivery of disclosures required by the SEC, while retaining investors’ right to opt out.
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