Don't Overlook the Silent-to-Gen X Generational Wealth Transfer

Also, Considering the Hot Private Market Space for DC Plans

Weekday news and analysis for retirement plan advisers

Wednesday, July 03, 2024 Exclusives | Awards | Research | Events

Data & Research Don't Overlook the Silent-to-Gen X Generational Wealth Transfer Hearts & Wallets' findings counter the idea that the Baby Boomer-to-Millennial wealth transfer should be advisers' focus. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Considering the Hot Private Market Space for DC Plans As new Blackstone financial adviser surveying reiterates the growth in private market investing, can asset managers leverage the moment to champion its inclusion in defined contribution plans?

Today's Most Read 1. Fidelity Reveals Top 5 Optional Provisions Plan Sponsors Are Most Likely to Adopt 2. Chime Acquires Savings Benefits Startup Salt Labs 3. The DOL, the IRS and the Chevron Reversal

M&A Shows Up As Top Driver of Recordkeeper Swaps in New Study Poor service quality was another driver of recordkeeper moves, new research from Escalent finds.

BNY Taps Minaya as Global Wealth Head The former leader of TIAA's Nuveen asset management division will start in the role on September 3.

Participants' Progress Fresh research shows signs of progress for 401(k) savers, but challenges from lack of access to losing momentum due to job changes still need to further increase participant savings in the U.S.

Industry Intel Roundup Featured Thought Leadership PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management. Enabling Advisers to Scale for Growth Retirement plan sponsors are expecting more than ever from their advisers. It can be a challenge for advisers to win business in today's increasingly competitive landscape. PLANADVISER spoke with Jason Crane, head of core retirement at Ascensus, about how advisers can demonstrate their value and scale for growth.

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850