Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 11, 2024

INDUSTRY

Voya to Acquire OneAmerica’s $60B Retirement Plan Business

For an upfront purchase price of $50 million, the deal brings $47 billion of assets in the emerging and mid-market retirement plan segments and competitive ESOP administration.

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INDUSTRY

Some Firms Tweak the Messaging Around DEI, But Don't Retreat From It

Wealth management executives discussed how their firms are responding to criticism of DEI initiatives during a recent WealthManagement.com think tank.

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ESTATE PLANNING

Dilemmas Faced by Trustees of GST Trusts

The grantor’s intent is paramount.

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2024 WEALTHIES

2024 Rising Stars of the Year Honorees

The five firms represented by this year's rising stars all saw tangible results as a result of their efforts.

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WEBINAR
Insights from the 2024 WealthStack Survey
Join our webinar on Wednesday, September 18th as experts will present highlights of recent WMIQ research, discuss its implications, and offer insights into what advisors and firms will need to know to make more informed decisions about their technology investments.
Register Now >