Greg was a reporter for InvestmentNews from 2015 to 2019, covering defined-contribution plans, retirement planning, insurance, taxes and estate planning, before then moving to CNBC as a Personal Finance Reporter. He tweets at: @GregIacurci
Morton Wealth Management is Captrust's 30th deal since 2006.
Policy effectively creates a dual approach for Merrill's 17,000-plus advisers.
Ohio National cited the regulatory climate and sustained low interest rates as reasons why it was going to stop selling annuities.
The president is trying to expand access to workplace retirement savings, but has acted contrary to this goal in the past.
But the election of Donald Trump gained those firms back $56 billion in market value, as investors expected a rollback of financial regulations.
Advisers could leverage these retirement plans to reduce cost, administration and fiduciary liability for clients, and eventually use them as a branding opportunity.
Though degree programs for financial planning have made gains, professors, students and advisers suggest areas for improvement.
Some advisers fear a reduced pool to service small or complex plans will result.
Here's a mashup of university program directors' ideas for which courses would best prepare next-gen financial advisers.
Greater visibility of profession is needed for universities to commit.
