The Wrap

5 stories this week 53 in all, from the Retirement desk.

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The Wrap stories, page 2

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Nuveen closes $13 billion Schroders deal; private-markets book leads the integration

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

The default, not the annuity shelf, now decides retirement income

Sep 17

AI won the paperwork. The fiduciary call is still human.

Sep 17

Creative Planning Now Owns the Consultant Search

Sep 16

Great Gray rents the diligence half of its private-markets CITs

Sep 14

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The Wrap

The Wrap stories, page 2

Page 2 of 3

Nuveen closes $13 billion Schroders deal; private-markets book leads the integration

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

The default, not the annuity shelf, now decides retirement income

AI won the paperwork. The fiduciary call is still human.

Creative Planning Now Owns the Consultant Search

Great Gray rents the diligence half of its private-markets CITs