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Weekday news and analysis for retirement plan advisers
Thursday, October 17, 2024
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Wealth Transfer Presents Opportunity for Financial Advisers
PA-101624-Equitable-Wealth-Transfer-1413787544-web
Millennials, surviving spouses and pre-retiree women are set to benefit most from the great wealth transfer.
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Q&A: WIPN’s 9th President Talks About Navigating 2020
Daniella Moiseyev reflects on the difficulties of the COVID-19 pandemic and the ongoing challenges for women in the retirement industry.
Today’s Most Read
1. Maximum Benefit and Contribution Limits Table 2025
2. Industry Watchers Point to Fiduciary Rule, ESG, Markets After Trump Win
3. How Plan Advisers Are Reacting to Trump Election Win
Elections, Inflation Top Client Concerns
A survey of 300 FAs found clients fretting over the fall elections and a market downturn, while advisers are more concerned with losing clients amid the generational wealth transfer.
Stable Value Players Meet Amid Recovering Market, Decumulation Push
At SVIA’s conference in Washington D.C. this week, participants considered what lower interest rates mean for the defined contribution investment vehicle and its potential as a decumulation tool.
Meet Emerging Leader Jess Hurley
The PLANADVISER Emerging Leader Q&A today is with Jess Hurley, strategy and operations leader, Oswald Financial Inc.
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