Data & Research April 26th, 2024 Funds, Fees and Financial Wellness Callan’s annual DC survey identifies trends from 2023 and forecasts for ’24.
Deals & People April 25th, 2024 Retirement Practice Lead Eickman Departing QPA The national retirement lead for PCIA’s Qualified Plan Advisors will leave in July to join Bonnie Treichel at Endeavor Retirement...
Compliance April 25th, 2024 Chamber of Commerce Challenges Non-Compete Ban The legal complaint argues that the FTC does not have the authority to follow through with a ban on noncompete...
Products April 25th, 2024 Product & Service Launches – 4/25/24 BlackRock live with retirement income with annuity for plan sponsors; Nationwide adds dynamic feature to its retirement income offerings; CAPTRUST...
Deals & People April 25th, 2024 401GO Raises $12M Series A Funding Led by Next Frontier Capital Rally Ventures, Impression Ventures and Stout Street Capital contributed to the round, fueling the small plan provider’s growth strategy to...
Deals & People April 24th, 2024 Advisor360 Names Mike Fanning CEO Fanning will succeed Richard Napolitano effective May 1.
Data & Research April 24th, 2024 Surprising Retirement Considerations Aging Americans need guidance on some often-unexplored retirement challenges, Hearts & Wallets finds.
Compliance April 24th, 2024 FTC Votes Through Noncompete Rule A rule outlawing noncompete agreements for all workers, including senior executives, passed in a 3 to 2 vote.
Deals & People April 23rd, 2024 Eric Henderson Retiring as Head of Nationwide’s Annuity Business He plans to depart at the end of 2024 after nearly 40 years with the firm.
Deals & People April 23rd, 2024 Betterment to Acquire Robo-Investing Accounts from Goldman Sachs Goldman is shedding Marcus Invest accounts less than one year after exiting its personal finance management division; will keep Marcus...
Compliance April 23rd, 2024 DOL Issues Final Retirement Security Rule The much-anticipated fiduciary rule brings retirement plan advisement, one-time rollovers and annuity recommendations under ERISA.
Data & Research April 23rd, 2024 Investor Confidence Remains High as Election, Inflation Bring Unease Investor optimism decreased slightly on the economy, according to the latest investor sentiment from Morgan Stanley.
Client Service April 23rd, 2024 Nuts & Bolts: Creating a Tax-Efficient Retirement Income Strategy Shawn Plummer, a benefits expert who has trained financial advisers, breaks down the key elements of guiding participants toward tax-advantaged...
Products April 22nd, 2024 Fidelity Launches Hub to Assist Advisers’ Organic Growth Strategies The new platform is aimed at helping advisers acquire clients, build partnerships and scale their businesses.
Deals & People April 22nd, 2024 Advisory M&A News – 4/22/24 Shore to Shore Private Wealth joins Janney; Ritholtz Wealth Management opens Los Angeles office; Citizens adds San Francisco wealth team...
Data & Research April 22nd, 2024 Wealth Management Sector and M&A Robust in 2024 Echelon Partners reports 90 transactions in Q1, while a separate report from data firm Technavio forecasts the global wealth market...
Data & Research April 22nd, 2024 ‘Retirement Fluency’ Not Evolving Americans’ understanding of retirement-related topics has remained relatively flat since 2017, according to an annual study conducted by TIAA and...
Deals & People April 19th, 2024 Retirement Industry People Moves – 4/18/24 Ascensus names Torgerson to lead; New York Life hires Nixon as head of group benefit solutions claim operations; Pettman joins...
Deals & People April 19th, 2024 CAPTRUST M&A Head Benton Leaving Firm Rush Benton, who worked on more than 40 wealth management-focused deals, will be leaving to start his own business.
Data & Research April 19th, 2024 69% of Pre-Retirees Say Retirement at 65 Is Not Possible Pre-retirees expect greater retirement hurdles than their predecessors, according to Nationwide.