Wealthmanagement Email Newsletter: Survey: Majority of 401(k) Participants Itching for Financial Advice (July 26, 2024)


	JULY 26, 2024

RETIREMENT NEWS


	Schwab Survey Finds Majority of 401(k) Participants Itching for Financial Advice

Elaine Misonzhnik

The research survey also found that this audience said it was more likely to follow advice from a human than computer-generated recommendations.

FULL ARTICLE

ETFS


	Q&A: Taking Stock of the ETF Market with Natixis’ Nick Elward

David Bodamer

U.S. ETFs are on pace for more than $700 billion in net flows in 2024, and net assets stand at more than $9 trillion.

FULL ARTICLE

Sponsored by Empower

401(k) plans for clients with up to $1M in retirement assets.

LEARN MORE

ESTATE PLANNING


	IRS Releases Final Regs on Required Minimum Distributions

Denise Appleby

Certain 10-year designated and successor beneficiaries get no extension.

FULL ARTICLE

DIAMOND PODCAST FOR FINANCIAL ADVISORS


	$2B UBS Breakaways on Being Fiduciaries for the Long-Term

Mindy Diamond

The first breakaway team to join Beacon Pointe Advisors offers a perspective on change at the wirehouses, the value of being a true fiduciary and more.

LISTEN NOW

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Survey: Majority of 401(k) Participants Itching for Financial Advice

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