The Wrap

5 stories this week 58 in all, from the Retirement desk.

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The Wrap stories, page 2

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By date

Cetera re-flags Avantax team to Cetera Planning Partners

Oct 5

Fitzgerald Financial Group alone discloses assets among five breakaway teams

Oct 5

FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5

Oct 5

T. Rowe Price flags private credit in annuities as retirees hesitate to spend

Oct 2

Nuveen closes $13 billion Schroders deal and keeps firms separate

Oct 2

Treasury draft rules would auto-open 63.36 million child accounts

Oct 1

Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool

Oct 1

TIAA survey: 53% of adults fear outliving savings more than underspending

Oct 1

Treasury draft proposes auto-opening 63.36 million child Trump Accounts by Social Security number

Sep 30

Tavarez, Barnett & Steen leave UBS for Frost Investment Services

Sep 28

ERIC asks Treasury to make BNY the clearinghouse for employer Trump Account contributions

Sep 28

The corner office is now a distribution job

Sep 25

Vestwell staffs for disclosure; CITs get a distribution specialist

Sep 25

Captrust and LPL are buying whole practices now

Sep 25

Edelman hires recordkeeper product chief to own the rollover

Sep 24

The 401(k) private-asset push lost its benchmark

Sep 22

IRAs now outgrow the 401(k)s that feed them

Sep 21

The $51.2 trillion record is a price; the exit is the product

Sep 21

The 401(k) advice fight has moved to the login

Sep 18

Equitable rents a glidepath as CITs take the target-date market

Sep 18

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The Wrap

The Wrap stories, page 2

Page 2 of 3

Cetera re-flags Avantax team to Cetera Planning Partners

Fitzgerald Financial Group alone discloses assets among five breakaway teams

FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5

T. Rowe Price flags private credit in annuities as retirees hesitate to spend

Nuveen closes $13 billion Schroders deal and keeps firms separate

Treasury draft rules would auto-open 63.36 million child accounts

Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool

TIAA survey: 53% of adults fear outliving savings more than underspending

Treasury draft proposes auto-opening 63.36 million child Trump Accounts by Social Security number

Tavarez, Barnett & Steen leave UBS for Frost Investment Services

ERIC asks Treasury to make BNY the clearinghouse for employer Trump Account contributions

The corner office is now a distribution job

Vestwell staffs for disclosure; CITs get a distribution specialist

Captrust and LPL are buying whole practices now

Edelman hires recordkeeper product chief to own the rollover

The 401(k) private-asset push lost its benchmark

IRAs now outgrow the 401(k)s that feed them

The $51.2 trillion record is a price; the exit is the product

The 401(k) advice fight has moved to the login

Equitable rents a glidepath as CITs take the target-date market