Wealth Management Sector and M&A Robust in 2024
Echelon Partners reports 90 transactions in Q1, while a separate report from data firm Technavio forecasts the global wealth market...
Tag: Retirement and Wealth Convergence
CAPTRUST M&A Head Benton Leaving Firm
Rush Benton, who worked on more than 40 wealth management-focused deals, will be leaving to start his own business.
Three Plan Advisers on the Convergence
Three top advisers discuss the present and future of retirement plan advisement and wealth management.
IRA Rollovers Set to Grow, but by How Much?
Experts expect the IRA asset pool of more than $12 trillion to increase from rollovers, but the shift may be...
Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence
The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to...
Managing Fiduciary Conflicts in the Age of Convergence
ERISA expert David Kaleda discusses what the DOL’s proposed Retirement Security Rule may mean for retirement and wealth management firms.
Manage My Wealth, Please
Plan advisers note increased demand from participants for individual wealth management, noting that they can often do so at lower...
Convergence Is Changing the Adviser Landscape; Let’s Make Sure It’s for the Better
Freedom Fiduciaries’ CEO discusses the challenges of a B2B industry shifting to integrate consumers and the model needed to get...
401(k) World: Recordkeepers, Advisers and ‘Co-opetition’
The third installment of Planadviser In-Depth’s series on the 401(k) market considers the various ways recordkeepers are looking to evolve.
401(k) World: Retirement Plan and Wealth Advisement
The second story in PLANADVISER In-Depth’s series on the 401(k) market considers the convergence of retirement planning and wealth management—a...
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...