Weekday news and analysis for retirement plan advisers

Tuesday, May 14, 2024 Exclusives | Awards | Research | Events

Data & Research Winners and Losers of the PRT Market Boom Insurance carriers and asset managers skilled at pension risk transfer are reaping rewards of record transaction levels, while those specializing in DB management may benefit from shifts in focus. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Edelman Financial Continues Wealth Management Push with First Deal of 2024 The leading 401(k) managed account provider continues to build out its wealth planning footprint with acquisition of $453 million Soundmark.

Today’s Most Read 1. 11 Republican AGs Sue BlackRock, State Street, Vanguard in ESG Case 2. Mapping State Retirement Programs 3. SEC Charges Former WAMCO co-CIO With Fraud

Advisory M&A News – 5/13/24 J.P. Morgan Wealth Advisors Snags $28B Merrill Team; NFP’s Wealthspire to acquire $420M Ohio RIA; Carson Wealth fully acquires partner firm with presence in three East Coast states; and more.

AT&T Fee Lawsuit Could Reach Supreme Court Next Year Industry groups asked the Supreme Court to resolve an ERISA-related appeals court split.

2024 Advisers Giving Back Recognition PLANADVISER recognized retirement industry leaders giving back to regional and global communities at the 2024 Industry Leader Awards on May 8. Below are stories of the six people acknowledged this year.  Advisers Giving Back: Jeff Acheson Advisers Giving Back: Lisa Buffington Advisers Giving Back: Mike Devlin Advisers Giving Back: Brad Holdhusen Advisers Giving Back: Petros Koumantaros Advisers Giving Back: Rickie Taylor If you know any advisers giving back please send nominations to advisers@issgovernance.com.

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