RPA Edge

Highlights

A Fund Firm Tries to Buy Its Way Out of a Bind

Jun 08, 2023

Franklin Templeton adds more than $1 trillion of assets in its acquisition spree.

401(k) Real Talk: Episode 63: June 7, 2023

Jun 07, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

Do Retirees Want Steady, Increasing or Decreasing Spending?

Jun 06, 2023

Wealth and health are the major determining factors.

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Navigating Real-Time Uncertainty

Jun 07, 2023

Peter Higgins, Head of Fixed Income and Senior Portfolio Manager at Shelton Capital Management discusses how to navigate real-time uncerantity.

Consolidation Strikes 401(k) Market Again as Franklin Templeton buys Putnam Investments

Jun 05, 2023

What the deal means for advisors and the DC industry.

401(k) Real Talk: Episode 62: May 31, 2023

May 31, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

Technical Corrections Expected for SECURE 2.0 Act

May 30, 2023

The four provisions that require changes revolve around RMDs, employer contribution to pension plans, SIMPLE and SEP plans, and catch-up contribution allowances.

The 401(k) Industry Is At a Critical Point

May 30, 2023

RPA aggregators gather to discuss opportunities and challenges at the Wealth Management EDGE conference.