Deals & People July 11th, 2024 Bain Capital and Partners to Acquire Envestnet for $4.5B The firm is slated to go private through purchase by Bain Capital and Reverence Capital, along with partners BlackRock, Fidelity,...
Deals & People July 11th, 2024 Prime Capital Rebrands Qualified Plan Advisers Division Prime Capital Retirement will be part of Prime Capital Financial in a wider rebrand.
Client Service July 1st, 2024 From Plan Education to Wealth Management When does financial education and planning for a 401(k) participant turn to individual wealth management? Practitioners discuss best practices for...
In Practice June 6th, 2024 Managing Assets Within the Plan This PLANADVISER In-Depth story considers the new ways financial advisers are seeking to manage participant 401(k) accounts before they’ve rolled...
In Practice May 29th, 2024 Recordkeepers and Participants: An Evolving Relationship Recordkeepers are adding services and connection points with participants, which has ripple effects plan advisers should be aware of for...
Deals & People May 22nd, 2024 Mariner Begins Market Push as $230B Retirement, Wealth Advisory The head of Mariner’s new institutional retirement division says plan sponsor demand for wealth services was part of the decision...
Practice Management May 10th, 2024 Behind Morgan Stanley’s Workplace Strategy The firm’s head of institutional consulting solutions discusses the 'complete arc' of plan sponsor services Morgan Stanley is putting into...
Data & Research April 22nd, 2024 Wealth Management Sector and M&A Robust in 2024 Echelon Partners reports 90 transactions in Q1, while a separate report from data firm Technavio forecasts the global wealth market...
Deals & People April 19th, 2024 CAPTRUST M&A Head Benton Leaving Firm Rush Benton, who worked on more than 40 wealth management-focused deals, will be leaving to start his own business.
In Practice April 17th, 2024 Three Plan Advisers on the Convergence Three top advisers discuss the present and future of retirement plan advisement and wealth management.
Client Service March 29th, 2024 IRA Rollovers Set to Grow, but by How Much? Experts expect the IRA asset pool of more than $12 trillion to increase from rollovers, but the shift may be...
Deals & People March 27th, 2024 Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to...
Compliance March 21st, 2024 Managing Fiduciary Conflicts in the Age of Convergence ERISA expert David Kaleda discusses what the DOL’s proposed Retirement Security Rule may mean for retirement and wealth management firms.
Practice Management March 1st, 2024 Manage My Wealth, Please Plan advisers note increased demand from participants for individual wealth management, noting that they can often do so at lower...
Practice Management March 1st, 2024 Convergence Is Changing the Adviser Landscape; Let’s Make Sure It’s for the Better Freedom Fiduciaries’ CEO discusses the challenges of a B2B industry shifting to integrate consumers and the model needed to get...
Client Service February 27th, 2024 401(k) World: Recordkeepers, Advisers and ‘Co-opetition’ The third installment of Planadviser In-Depth’s series on the 401(k) market considers the various ways recordkeepers are looking to evolve.
Practice Management February 23rd, 2024 401(k) World: Retirement Plan and Wealth Advisement The second story in PLANADVISER In-Depth’s series on the 401(k) market considers the convergence of retirement planning and wealth management—a...
Practice Management January 24th, 2024 Retirement, Wealth Expected to Continue Convergence in 2024 Advisory Marsh McLennan Agency and consultancy EY foresee a further push toward financial advisers seeking to engage with workplace retirement...