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2025 Outlook Q&A: Industry Regulation to Focus on Digital Assets

Dec 26, 2024

2024 Year in Review: Another New Fiduciary Rule

Dec 26, 2024

2025 Outlook Q&A: The Evolution of AI in Wealth Management

Dec 24, 2024

2024 Year in Review: Advisors in the Courts

Dec 24, 2024

2025 Outlook Q&A: RIAs to Focus on Organic Growth

Dec 23, 2024

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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?

Jan 03, 2023

Highlights

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 to the office productivity...

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...

401k Real Chat with Jania Stout Prime Capital RPA Fred Barstein

401(k) Real Chat: Jania Stout

Dec 10, 2024

Jania Stout, newly minted president of Prime Capital Retirement & Wellness, answers three probing questions on...

2024 Best of the Best

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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 more.

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...

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.

401(k) Real Talk Episode 124: October 2, 2024

Oct 02, 2024

Open, honest and candid discussion about Empower acquiring a stock option administrator, forefeiture lawsuits, group plans, HSAs and more.

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