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.
- Human Interest raises $267 million at a $1.33 billion valuation
- Financial advisors slow to adopt client-facing AI
- Another group of haters emerge from Wharton, proposing a radically new system
- The top 10 stories of the first half of 2024
Worth reading/listening/noting:
- How the Supreme Court’s decision overturning Chevron could lead to more lawsuits
- Managed account platforms are consolidating
- The major impediments to in-plan annuities
- Osaic beefs up retirement income platform
- How PE money is trumping internal succession planning
Read the transcript
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