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Thursday, October 15, 2026The Morning Brief →Sign in
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Cogent Syndicated

In network coverage since September 10, 2026 · 3 stories
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Escalent survey finds 46% of former-plan holders likely to open a rollover IRA

Gen Z's share of likely rollover candidates rose to 22% from 12% year over year, while millennials' rose to 44%.
advisers · Oct 15Escalent's Cogent: 46% of former-employer DC plan holders highly likely to open rollover IRA
The Close · Sep 10Advisors are outsourcing the hour their clients never paid for
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