Weekday news and analysis for retirement plan advisers

Tuesday, November 05, 2024 Exclusives | Awards | Research | Events

Practice Management Plan Advisers Say Election ‘Noise’ Worth Addressing With Clients While retirement investing is for the long term, advisers agree it’s important to proactively discuss this week’s election with clients—even if to pivot to more perennial topics. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Implicitly Wrong: Hidden Fees in Retirement Income Solutions Scott Colangelo of Prime Capital Financial argues that a lack of transparency will hold back the promise of in-DC-plan retirement income investments.

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

CAPTRUST, Alera Group Add New Advisers Katie Colon joins CAPTRUST in a financial adviser role from OneDigital; Jim Marx joins Alera Group from Edelman Financial Engines.

Advisory M&A News – 11/4/24 Kestra Financical adds Wealth Empowerment Financial Strategies; Hightower completes strategic investment in Financial Planning and Information Services; and adviser team with $250 million joins Ameriprise Financial from LPL.

Tracking the Evolution of PEPs Pooled employer plans have gained traction in their nearly four years of existence, and their use cases are evolving beyond an initial target of small plan startups.

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