Crossmark’s Doll Named CEO, Keeping CIO Role
Bob Doll, known for his annual market predictions, is adding the CEO and president roles to his position as Mike...
CFP Board Approaches 100,000 Certified Professionals
The number of CFP professionals reached an all-time high of 98,875, with 2023 marking the most diverse class to date.
A System to Protect Workers’ Retirement Assets Already Exists
The co-founder and head of advisory Francis LLC responds to pushback on the DOL’s fiduciary rule proposals by calling for...
‘The Year It Comes Together’: Hub’s DeNoyior Talks 2024
In this PLANADVISER interview, Hub’s retirement and private wealth head discusses plans such as rolling out a national financial coaching...
Institutional Assets Held Only Slight Edge On Retail in 2023
Institutional asset channels hits $30.9 trillion in 2023 as compared to $30 trillion for U.S. retail clients, according to a...
Peak 65 Finds Millions of Americans Unprepared, Economist Warns
The Alliance for Lifetime Income sounds the alarm bell in a new white paper, while separate research from Principal shows...
US Savers Estimate Lack of Financial Knowledge Cost Them $1,500 in ‘23
A plan advisory head says the financial industry should play an important role in combatting that knowledge gap.
FINRA Annual Report Highlights Crypto, Cybersecurity, Reg BI
The industry regulator provided areas of focus for the year ahead to member firms.
401(k) Litigation Continues At ‘Fever Pitch’
Euclid Fiduciary’s litigation summary shows a dip in lawsuits in 2023, but signs of an uptick this year.
David Eisenreich Named WTW North America Head of Retirement
Eisenreich replaces the retiring Michael Archer.
50 House Reps Push Back On DOL Fiduciary Proposal
Bipartisan group urges DOL to ‘withdraw and cease efforts’ to move ahead with retirement security rule targeting annuities and one-time...
Envestnet CEO, Co-Founder Crager Stepping Down
The firm’s board is searching for a replacement to head the wealth management and financial wellness platform and product provider.
4 Ways Baby Boomer Business Owners Are Retiring Differently
Capitaliz founder Craig West provides insights to plan advisers on how to manage clients’—or their own—business exits in an age...
Survey: New Year’s Resolutions From Top Plan Advisers
PLANADVISER’s quarterly survey reveals that retirement plan advisers plan to focus on client prospecting, team building and participant education this...
Infographics: Workers Prefer Financial Benefits to Lifestyle Perks
A survey by Morgan Stanley shows heartening results for plan advisers and sponsors.
Retirement Industry People Moves – 12/29/23
Darrin Hebert joins Securian Financial; Vanguard announces senior leadership change.
Market Watchers See Return to ‘Normal’ in ’24
Retirement savings portfolios may see less volatility next year, according to Bank of America, Goldman, LPL and Vanguard.
Retirement Industry People Moves – 12/22/23
Ascensus and FuturePlan add regional and sector sales heads; InVesti snags sales head from IPX Retirement; EBRI taps Segal executive...
2023 Retirement Plan Litigation Highlights
Sean Duffy, investment & fiduciary consultant with Conrad Siegel, notes key cases and learnings from the year in 401(k) litigation.
Aon to Acquire NFP for $13.4B
NFP will continue to operate independently, with a “connected platform” to Aon.