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Wealth Advisor Daily
You’re reading this edition
Edition No. 053
New York · London
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, October 5, 2026
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The student-loan match's real cost is payroll work, not contributions
EBRI's persistence data says the SECURE 2.0 match belongs on the plan-design agenda, not the budget line sponsors keep debating.
investments · Sep 15
EBRI's $20.2 billion prices the match sponsors skipped
policy · Sep 15
EBRI prices the unused student-loan match at $20.2 billion
the_wrap · Sep 10
The Plan Website Becomes the Rollover Desk
plans · Sep 10
Candidly's debt tool rides in on four recordkeeper pipelines
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