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The WealthStack Podcast: 2025 WealthTech Projections and Predictions with Davis Janowski

Jan 24, 2025

The Tech You Use Doesn’t Matter

Jan 23, 2025

Merit Financial Advisors Hires Captrust Alum To Steer M&A

Jan 23, 2025

OneDigital Buys C$5.5B Montreal Wealth Manager

Jan 23, 2025

Steps to Consider When Helping Clients Transition the Family Business

Jan 22, 2025

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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

Nov 27, 2024

How Well Do You Remember 2019?

Jan 03, 2023

Highlights

RPA 401k Real Talk with Fred Barstein retirement news

401(k) Real Talk Episode 136: January 22, 2025

Jan 22, 2025

Open, honest and candid discussion about the Texas lawsuit over ESG funds, whether PE belongs in 401(k)s, advisor headcount, AI and more.

Vanguard to Pay $106M Over Retirement Fund Violations

Jan 17, 2025

The SEC claims Vanguard made misleading statements about capital gains distributions and tax consequences to...

401(k) Real Talk Episode 135: January 15, 2025

Jan 15, 2025

Open, honest and candid discussion about Mariner, a boom in micro DC plans, the December job numbers, Pontera's...

2025 Market Outlook

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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 in assets.

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 and more.

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, the Portability Service Network and more.

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...

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...

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 platform and more.

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