feature 2017 PLANADVISER May/June

Up in the Air

DCIO insiders discuss challenges

Reported by

Lee Barney

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The Markets

November 15th, 2017

Target-Date Funds See Net Outflows From Retirement Accounts in October

However, they still held the largest percentage of total balances in October and received the largest percentage of contributions.

Data & Research

November 3rd, 2017

Average 401(k) Balance Reached $99,900 in Third Quarter

This is a 2.25% increase from the average balance in the second quarter of the year.

The Markets

October 30th, 2017

Growth in TDF Market Underscores Proprietary Product Debate

The drivers behind a target-date manager offering open architecture most commonly include the belief that participants benefit from asset manager diversification and the need to outsource allocations to...

micro scope 2017 PLANADVISER March/April

Thinking Efficiently

How retirement advisers can cultivate the small-plan market

Reported by

Rebecca Moore

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Deals & People

October 25th, 2022

Echelon: Investment Adviser M&A Bucks Downward Trend in Dealmaking

Private equity continues to be attracted to wealth management M&A despite the current market volatility, according to Echelon Partners’ Q3...

Deals & People

October 19th, 2022

CAPTRUST Buys a Boston-Area Adviser Firm That Oversees $900MM in Assets

The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s...

In Practice

August 25th, 2022

A Guide to the SEC’s Reg BI Bulletins

In a recent bulletin, the SEC warns that practically all financial professionals have at least some conflicts of interest with...