Wealth Management Daily Memo

APRIL 9, 2019

INDUSTRY

Principal Acquires Wells Fargo's $827 Billion Retirement Business

Michael Thrasher

Principal Financial Group is paying $1.2 billion for the bank's retirement business, which serves 7.5 million U.S. customers.

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INDUSTRY

Cetera to Buy Foresters Financial's Assets

Diana Britton

Cetera has penned an asset purchase agreement with Foresters Financial, a deal that could add up to 500 advisors.

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TECHNOLOGY

Holding Prospective Tech Vendors To A Higher Standard

Kyle Hiatt

Avoiding hype when it comes to new features is not always easy but here are some tips to get advisors asking the right questions.