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The Word on WealthTech For September 2024

Sep 05, 2024

WealthManagement.com Celebrates Top Companies, Executives at 2024 Industry Awards

Sep 05, 2024

Focus Financial Relaunches $3.7 Billion Loan Amid Fall Frenzy

Sep 05, 2024

NewRetirement Rebrands As Boldin

Sep 04, 2024

LPL Acquires $9B AUM The Investment Center

Sep 04, 2024

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Fifteen of the Best Investment Books of All Time

Oct 16, 2023

Relive the 2023 WealthManagement.com Industry Awards

Sep 11, 2023

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Jan 03, 2023

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Highlights

RPA 401k Real Talk with Fred Barstein retirement news

401(k) Real Talk Episode 121: September 4, 2024

Sep 04, 2024

Open, honest and candid discussion about TIAA outsourcing, a new report on IRA rollover abuses, analysis of forfeiture lawsuits, state...

401(k) Real Talk Episode 120: August 28, 2024

Aug 28, 2024

Open, honest and candid discussion about DOL Jobs growth numbers, phased retirement and more.

Fidelity Investments’ 15th Annual 401(k) Plan Sponsor Survey Details the Demand for Participant Services

Aug 19, 2024

Advisors are being asked to go beyond the Triple Fs as convergence continues to gain traction.

2024 Best of the Best

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401(k) Real Talk Episode 118: August 14, 2024

Aug 14, 2024

Open, honest and candid discussion about lawsuits against TIAA and Morningstar, CITs bigger than mutual funds in TDFs, private equity in retirement plans and more.

Equity Trust Company Launches a Single-Platform Self-Directed IRA for Alternatives, Traditional Assets

Aug 13, 2024

Universal IRA aims to eliminate the need for investors to manage multiple self-directed portfolios to access alternatives.

401(k) Real Talk Episode 117: August 7, 2024

Aug 07, 2024

Open, honest and candid discussion about the July jobs numbers, Captrust hitting $1 trillion in assets, the end of the war for talent and more.

401(k) Real Talk Episode 116: July 31, 2024

Jul 31, 2024

Open, honest and candid discussion about the courts halting the DOL fiduciary rule, the growing need for advice at work, the fallout of Chevron on the ESG rule and more.

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Schwab Survey Finds Majority of 401(k) Participants Itching for Financial Advice

Jul 25, 2024

The research survey also found that this audience said it was more likely to follow advice from a human than computer-generated...

401(k) Real Talk Episode 115: July 24, 2024

Jul 24, 2024

Open, honest and candid discussion about Human Interest, advisor use of AI, more 401(k) plan haters and the top stories so far...

The Top 10 RPA Stories of the First Half of 2024

Jul 22, 2024

The top stories affecting 401(k) and 403(b) plans were dominated by laws, lawsuits and advisor M&A.

The Ultimate Entrée For The Independent Channel

Jul 22, 2024

While many in the financial advice business have for years focused on retail clients, some firms are finding that institutional clients, such as pensions and foundations, can pay off in a major way.

Retirement Tech Startup Notches $1.33B Valuation

Jul 17, 2024

Human Interest helps small businesses set up 401(k) services.

401(k) Real Talk Episode 114: July 17, 2024

Jul 17, 2024

Open, honest and candid discussion about broker/dealer satisfaction among advisors, mutual fund and ETF prices, fallout from the Chevron decision, the future of IRA rollovers and more.

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