Weekday news and analysis for retirement plan advisers

Tuesday, November 19, 2024 Exclusives | Awards | Research | Events

Practice Management How Advisories Can Build Better, More Inclusive Cultures Panelists at PLANADVISER 360 discussed the importance of diversity and inclusion in creating successful, long-lasting businesses. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

DOL Initiates Data Collection to Reunite Workers With Lost Retirement Savings The Retirement Savings Lost and Found database is expected to go live in December.

Today’s Most Read 1. Nearly Half of Retirees Have No Formal Decumulation Strategy 2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO 3. 401(k)s and the Courts in 2025

Navigating Client Relationships: Attraction and Breakup Experts at PLANADVISER 360 shared their views on winning new business, effective conversation starters and client fit.

Advisory M&A News – 11/18/24 CAPTRUST adds Boston Financial Management; Mercer Advisors acquires Chapel & Collins, Waypoint Capital Advisors; Integrated Partners expands with Generation Capital Advisors.

Manulife President, CEO Roy Gori to Retire in May 2025 Phil Witherington, president and CEO of Manulife Asia, has been named Gori’s successor.

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