Deals & People September 23rd, 2024 Empower Acquires Equity Compensation Platform OptionTrax The deal expands Empower’s services into equity compensation administration and management.
In Practice September 23rd, 2024 College for Financial Planning Launches Accredited Investment Fiduciary Training Program Fi360, a Broadridge Company, selected the College as the official education provider.
Deals & People September 23rd, 2024 Advisory M&A News – 9/23/24 True North Advisors announces acquisition of Clear Rock Advisors; Kestra Financial welcomes SZC Financial Planning & Management; Ty J. Young...
Data & Research September 20th, 2024 US Retirement Assets Hit Record $40T Asset growth is led by an increase in holdings in IRAs and 401(k) plans.
Products September 19th, 2024 Product and Service Launches – 9/19/24 FinFit partners with Sunny Day Fund to add emergency savings accounts; Equitable enhances flagship retirement solution for K-12 educators; Munich...
In Practice September 19th, 2024 Elections Could Effect Corporate DEI Programs The polarized political climate is causing corporations to reevaluate their commitment to diversity, equity and inclusion, according to a panel...
Products September 19th, 2024 Vestwell Partners With Commonwealth, FuturePlan to Launch PEP The new pooled employer plan is called the Gateway 401(k) Plan.
Client Service September 18th, 2024 Cybercriminals Pose Threat via Executive Accounts Executives’ workplace retirement plan accounts provide the authority and access hackers need to attack other databases.
In Practice September 17th, 2024 CFP Board Launches Campaign to Attract Young Talent to Financial Planning Ads targeting younger workers call financial planning “quite possibly the perfect job.”
Data & Research September 17th, 2024 Americans Brace for Election’s Impact on Retirement Planning Experts from Wealth Enhancement, summarizing a recent survey, say Americans are still optimistic about retirement in the long run.
Deals & People September 16th, 2024 Advisory M&A News – 9/16/24 Savvy adds financial advisers Martino and Moore; Ty J. Young Wealth Management acquires Amatulli and Associates Financial Services; Carson Group...
Data & Research September 16th, 2024 It’s Time to Rethink Retirement, Says T. Rowe Price According to a white paper from the firm, employers should customize benefits for a ‘transitioning to retirement’ workforce.
Deals & People September 13th, 2024 Retirement Industry People Moves – 9/13/24 OneDigital welcomes Andrea Madonna as benefits consultant in Florida; Bitzer, Cox Cuerington join Franklin Templeton; IRALogix taps Haas as CFO;...
Data & Research September 13th, 2024 Enhancing the Retirement Plan Digital Experience J.D. Power finds digital channels are often lacking for participants.
Client Service September 12th, 2024 ERISA Council Signals More Work Needed for Retirement Income Products in QDIA The council agrees on the need to balance innovation with regulatory guidance.
Data & Research September 11th, 2024 How Recordkeepers Can Stay Competitive Accenture, fresh off its partnership with TIAA, says scale or specialize.
Data & Research September 11th, 2024 Nuts & Bolts: Solo 401(k)s and SEP IRAs What advisers need to know about Solo 401(k)s and SEP IRAs.
Products September 11th, 2024 New Retirement Income Solutions Developing for QDIA Integration An ERISA Advisory Council meeting introduced strategies to incorporate retirement income solutions into qualified default income alternatives.
Deals & People September 10th, 2024 Schroders Announces Richard Oldfield as Group Chief Executive Oldfield was promoted from CFO to run the asset manager and will succeed Peter Harrison on November 8.
Deals & People September 9th, 2024 Advisory M&A News – 9/9/24 Mesirow acquires Price Wealth Management; Wealth Enhancement Group acquires Levy Wealth Management Group; Hub International adds assets of Flexible Benefits...