M&A Activity Among RIAs Remains Strong in Q2

Also, 401(k) Trading Hit Four-Year High on Monday

Weekday news and analysis for retirement plan advisers

Wednesday, August 07, 2024 Exclusives | Awards | Research | Events

Data & Research M&A Activity Among RIAs Remains Strong in Q2 2024 is on track to top last year for dealmaking as firms address succession planning and need for scale. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

401(k) Trading Hit Four-Year High on Monday A market dip to start the week saw more 401(k) trades toward safe assets than had been seen since the March 2020 onset of the pandemic, according to Alight.

Today's Most Read 1. Retirement Plan Litigation 2. Major 401(k) Litigators Are 'Back in Action,' With More Entering the Fray 3. US Households Face Significant Financial Advice Gaps

11th Circuit Appeals Court Rules With Home Depot on 401(k) Fee Suit The court agreed with the district court decision that workers' "damages claims fail."

Senate Committee Passes Bill That Would Boost EBSA Funding The bill differs from a recent House Appropriations Committee proposed budget that would cut funding for the Employee Benefits Security Administration.

Are District Court Rulings the 'Final End' For DOL's Fiduciary Rule? Two federal courts in Texas halted the DOL's new fiduciary rule. An appeal is likely, but ERISA experts say Congress may be the next best stop for the DOL.

Industry Intel Roundup Featured Webinars PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars 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. September 24, 2024 DCIO and Investment Menu Survey They say the devil is in the details. That's particularly true when it comes to the investment menu and its results to participants for years-sometimes decades-of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser. December 18, 2024 Year in Review Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions-and anecdotes-from a year in plan advising. March 21, 2024 SECURE 2.0 Now SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients. February 8, 2024 Retirement and Wealth Convergence T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar. November 16, 2023 2023 PA Practice Progress Webinar Series: Participants What do participants want from retirement plan advisers? How can advisers best meet their needs? As retirement plan advisers work more closely with participants and perhaps add wealth management to their practices, what do they need to keep in mind to fulfill their fiduciary duties?These questions and more will be answered in the final webinar in PLANADVISER's Practice Progress series for 2023.

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