profile Nov-Dec 2008

David A. Macchia

President and CEO, Wealth2k, Inc.

Reported by

PLANADVISER Staff

To access this premium content, please sign up for a free account!

You Might Also Like:

Practice Management

September 17th, 2024

More Than Half of Plan Advisers Expect to Use AI

Adviser practices using artificial intelligence may become a reality in the next 12 months, according to BlackRock surveying.

Deals & People

March 8th, 2023

2023 Retirement Plan Adviser of the Year Finalists

Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.

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...

regulatory radar Sept-Oct 2008

Writing a Tell-All

EBSA issues new participant disclosure regulations

Reported by

To access this premium content, please sign up for a free account!

You Might Also Like:

Compliance

March 25th, 2025

Voluntary Fiduciary Correction Program Improvements Take Effect

The Employee Benefits Security Administration’s updated self-correction tool launched this week.

Compliance

March 10th, 2025

Chavez-DeRemer Confirmed as Secretary of Labor

The full Senate vote came after President Donald Trump’s pick to head the Department of Labor was cleared by the...

Compliance

March 10th, 2025

Fired Probationary Workers Reinstated at EBSA

The probationary employees and head of the Department of Labor’s Division of Employee Ownership, who were recently terminated, reportedly received...