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Focus Hub SCS Financial Names New National Wealth Management Head

Jan 09, 2025

Mariner Adds $292B Institutional Consulting Firm

Jan 09, 2025

The Diamond Podcast for Financial Advisors: Insights on Goals, Growth, and Building Something Great

Jan 09, 2025

Coldstream Merges with Accounting Firm and RIA in Its Backyard

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Savvy Adds Four Advisors, Pushing AUM Over $1B

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Featured

Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Ten Best Books of 2024 for Financial Advisors

Dec 05, 2024

America’s 30 Safest and Wealthiest Retirement Towns

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How Well Do You Remember 2019?

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Highlights

Cerulli: Financial Advisors to Sell More Retirement Plans as Micro DC Market Grows

Jan 10, 2025

A survey of DC recordkeepers found a large majority expect to see more financial advisors selling 401(k) plans with less than $5 million...

RPA 401k Real Talk with Fred Barstein retirement news

401(k) Real Talk Episode 134: December 18, 2024

Dec 18, 2024

Open, honest and candid discussion about Gallager acquiring Assured Partners, Vanguard’s new wealth unit, back...

401(k) Real Talk Episode 133: December 11, 2024

Dec 11, 2024

Open, honest and candid discussion about the recent jobs numbers, the GAO's warning against crypto in DC plans...

2025 Market Outlook

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401(k) Real Chat: Jania Stout

Dec 10, 2024

Jania Stout, newly minted president of Prime Capital Retirement & Wellness, answers three probing questions on critical issues, providing an open, honest and candid dialogue.

401(k) Episode 131: November 27, 2024

Nov 27, 2024

Open, honest and candid discussion about DOL guidance on AI, the agency’s practice of sharing information with plaintiff’s attorneys, record keeper consolidation helping RPAs grow and more.

401(k) Real Talk Episode 130: November 20, 2024

Nov 20, 2024

Open, honest and candid discussion about auto features, state mandates, RIA aggregators, alts in 401(k) plans and more.

Private Equity in 401(k)s Seems Newly Possible After Trump Win

Nov 15, 2024

Private assets offer higher returns and better diversification than public markets, which are dominated by several large firms, proponents of private equity in 401(k)s argue.

401(k) Real Talk Episode 129: November 13, 2024

Nov 13, 2024

Open, honest and candid discussion about the job market, the IRA rollover process, Empower's results, Hightower's NEPC deal and...

Prime Capital Hires OneDigital’s Jania Stout to Lead Retirement Plan Business

Nov 01, 2024

Stout, who sold her firm to OneDigital in 2021, will lead Prime Capital Retirement and Prime Capital Wellness.

401(k) Real Talk Episode 128: October 30, 2024

Oct 30, 2024

Open, honest and candid discussion about Hightower's NEPC deal, RPA acquisitions, Agilis Partners launching an annuities...

401(k) Real Talk Episode 127: October 23, 2024

Oct 23, 2024

Open, honest and candid discussion about using data to cross sell, whether the DC system can handle a mobile workforce, a sea change happening now and more.

401(k) Real Talk Episode 126: October 16, 2024

Oct 16, 2024

Open, honest and candid discussion about another data breach, the Supreme Court hearing an ERISA case, alts in DC plans, the evolution of target date funds and more.

401(k) Real Talk Episode 125: October 9, 2024

Oct 09, 2024

Open, honest and candid discussion about the latest jobs numbers, Creative Planning, TIAA's hacked, how AI can revolutionize 401(k) plans and more.

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