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.
- Gallager acquires aggregator Assured Partners for $13.45 billion
- Vanguard carves out $900 billion advice and wealth management unit
- Does back to the office boost productivity?
- How to win more retirement plan advisor RFPs
This Week’s LinkedIn Poll asked: Has the RPA M&A market peaked?
Worth reading/listening/noting:
- New head of Prime Capital’s retirement and wellness group Jania Stout outlines the future
- UnitedHealth settles lawsuit over poor performing Wells Fargo funds for $69 million
- How to best design a loan program
- Are annuities the antithesis of fiduciary prudence?
- Advisors are still hesitant about retirement income solutions
Read the transcript
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