Weekday news and analysis for retirement plan advisers
Tuesday, November 12, 2024
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Deals & People
Principal’s Deanna Strable to Take Over as CEO in 2025
Strable, recently named president, will take the top job from Dan Houston, effective January 7.
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Principal’s Houston Says Recordkeepers Must Go Beyond Scale, Innovate to Expand Services
The head of the recordkeeper, asset manager and insurer foresees further consolidation, with winners innovating for advisers and participant services.
Today’s Most Read
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Nearly Half of Retirees Have No Formal Decumulation Strategy
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Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO
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401(k)s and the Courts in 2025
Recordkeepers Talk Collaboration, Challenges in Adviser Relationships
Recordkeepers on a PLANADVISER 360 panel said relationships work best when advisers know their growth strategy and needs.
Advisory M&A News – 11/11/24
Wealth Enhancement Group announces acquisition of M&R Capital Management; Kestra, Riverside welcome new adviser; Aspen Standard Wealth acquires $2.8 billion AUM Summitry.
DOL Extends Disaster Relief Timeline for Plans Impacted by Hurricanes
Relief ends on May 1, 2025, for areas impacted by hurricanes.
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