401(k) Real Talk Episode 135: January 15, 2025

Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for WealthManagement.com’s RPA channel, reviews all of last week’s industry news and selects the five most important/interesting stories.

1. Mariner adds $292 billion advisory firm
2. Cerulli predicts a boom in micro DC plans, drawing in more wealth advisors
3. Job market crushes experts’ expectations in December
4. Pontera partners with Hightower
5. How AI, remote working are boosting productivity

Worth reading/listening/noting:

1. Critical developments in wealth management AI
2. More PE firms interested in advisory practices
3. PE industry hopeful that Trump will open gates to DC plans
4. Urgent need for talent in financial services industry
5. Why some firms are hiring in-house financial planners

Read the transcript