Wednesday, January 24th, 2024 A topical newsletter from PLANADVISER Retirement and Wealth Convergence The tightening connection between workplace retirement plan advisement and individual wealth management has been shaping much of the advisory landscape in recent years. These stories consider trends and transactions in retirement and wealth. SPONSORED AD PRACTICE MANAGEMENT Retirement, Wealth Expected to Continue Convergence in 2024 Advisory Marsh McLennan Agency and consultancy EY foresee a further push toward financial advisers seeking to engage with workplace retirement savers. CLIENT SERVICE Morgan Stanley Wealth Management Growth Bolstered by Workplace Unit The firm highlighted workplace offerings as a key pillar of wealth management client growth in its Q4 earnings. DEALS & PEOPLE CAPTRUST Announces 1st Wealth Acquisition of 2024 The deal comes as Echelon names CAPTRUST among the biggest acquirers of 2023. DATA & RESEARCH Financial Adviser Shortage Looms, Cerulli Reports The consultancy finds the number of new advisers has not offset those who have gone in a different direction. CLIENT SERVICE Client Retention Tips from a 401(k) and Wealth Adviser A dual practitioner discusses the importance of combining well organized systems with a personal touch. PRACTICE MANAGEMENT ‘The Year It Comes Together’: Hub’s DeNoyior Talks 2024 In this PLANADVISER interview, Hub’s retirement and private wealth head discusses plans such as rolling out a national financial coaching center for participants. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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