Weekday news and analysis for retirement plan advisers

Tuesday, October 01, 2024 Exclusives | Awards | Research | Events

October Special Coverage: DCIO and Investment Menus This month’s special coverage considers the defined contribution investment products, services and trends that are shaping participant outcomes. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Creative Planning Secures Minority Investment From TPG Capital The investment was made through the private equity arm of TPG’s U.S. and European platform.

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

Advisory M&A News – 9/30/24 Commonwealth adds advisers at Aegis Consulting; Cerity Partners welcomes Touchdown Ventures; The Retirement Planning Group acquires Parrott Wealth Management; and more.

PGIM, iJoin Partner on Managed Account Distribution PGIM’s managed account solution will soon be an option on iJoin-enabled recordkeeping platforms.

Nuts & Bolts: Solo 401(k)s and SEP IRAs What advisers need to know about Solo 401(k)s and SEP IRAs.

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