Weekday news and analysis for retirement plan advisers

Tuesday, May 21, 2024 Exclusives | Awards | Research | Events

Data & Research Employees Falling Short of Retirement Objectives Lack of retirement preparedness is prompting employee interest in financial wellness, Qualified Plan Advisors found in its annual wellness report. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Advisory M&A News – 5/20/24 Blue Ridge Associates acquires TSC 401K; Alerus Financial Corporation and HMN Financial announce strategic transaction; Bluespring Wealth Partners acquires KDI Wealth Management; and more.

Today’s Most Read 1. Investors Concerned About the Big, Beautiful Bill's Section 899 2. Gen Z, Millennials Redefining the Future of Work 3. Senate GOP Releases Tax Plan, With Some Key Changes From House Version

Reg S-P Requires Advisers to Inform Customers of Data Breaches In addition to other registrants, advisers will have 30 days to inform their clients of any substantial data breach.

Biden Imposes New Tariffs on Chinese Steel, EVs The tariffs affect many industries, but are relatively small in scope.

PLANADVISER Calls For Emerging Leader Nominations Nominate an Emerging Leader from your plan advisory firm today. Nominees for the inaugural class can be from any business function; selections can be submitted through June 14.

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