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Product and Service Launches – 12/5/24

Fiduciary In A Box and Homa Health launch AI-powered ERISA contract review tool; Wespath debuts fossil-fuel-free funds for institutional investors; Payroll Integrations automates SECURE 2.0 compliance; and more.

Advisory M&A News – 12/2/24

Avantax welcomes independent financial adviser; Hexure and Luma expand partnership to offer integrated life insurance and annuity solutions; NorthStar Insurance Services joins World Insurance Associates.