Retirement Industry People Moves
Ubiquity Promotes Mazooji to COO; Hub International hires 2 SVPs; and more.
Marketer Snappy Kraken, Morningstar Launch Adviser Tool for Personalized Content
The Snappy Kraken Morningstar Wealth Edition gives advisers access to Morningstar research to share with clients.
DC Plan Council Expects Increase in Real Estate Investing
Real estate allocations can strengthen participant outcomes and reduce volatility, according to the Defined Contribution Real Estate Council.
Millennium Trust Will Add Auto-Portability to IRA Rollover This Year
The new functionality is intended to reduce retirement savings leakage and expand access to savings options.
Retirement Industry People Moves
Rugel appointed head of operations at MassMutual; Deepwater hires Michael Olson to build the firm’s next fund; and more.
Adviser Product Partnerships
RetireOne and Pension & Wealth Management Advisors launch income insurance program; Sanctuary Wealth partners with Pontera to expand adviser toolbox;...
Data Shows 68% of Parents Make Financial Sacrifice for Adult Children
Among parents helping their adult children, 43% of parents have made dipped into their retirement savings.
Most U.S. Workers Expect to Fall Short of $1.1 Million Retirement Savings Goal
64% of Millennials and 62% of workers aged 45 and older said their workplace retirement plan will not reach the...
Strategies for Advisers to Approach Financial Literacy With Younger Workers
In honor of National Financial Literacy Month, PLANADVISER spoke with experts on how advisers can customize goals to fit the...
Retirement Industry People Moves
Ascensus appoints Kennedy as VP; Pentegra announces Finnegan as SVP, General Counsel; and more.
Investment Product Launches
Xtrackers by DWS announces a new ETF; Principal launches hybrid QDIA; Penn Mutual introduces Protection Whole Life; and more.
Adviser Satisfaction Dips Amid Big Market Drop
In 2022, investor satisfaction with full-service investment advisers fell 17 points on a 1,000-point scale.
Financial Planning Standards Board Updates Global Standards
Updates focus on growing collaboration between planners and clients.
Advisory M&A
July acquires Turning Point Associates; Cetera Announces Acquisition and 2 Strategic Relationships; Easy Street Insurance Joins Integrity; and more.
Retirement Industry People Moves
Lockton appoints Bolander as SVP of regional operations; Sullo joins Earth Finance climate investing practice; Dechert announces McGrath as partner;...
Women Who Work With Financial Professionals Feel More Prepared for Retirement
Separately, CFP launches an endowed scholarship to cultivate more female financial advisers.
T. Rowe Price to Acquire Retirement Income Fintech Retiree, Inc.
Rowe Price plans to incorporate the retirement income planning software into its retirement offerings for advisers, plan sponsors, and participants.
Capital Group: Now is Optimal Time to Sell Retirement Plans
An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state...
US Workers’ Retirement Readiness Declines Amid Market Volatility
American savers only have 78% of the income needed to cover expenses during retirement, according to Fidelity, down from the...
Advisory M&A
Securian Financial Subsidiary acquires Enspire; Pontera and AssetBook intergrate; Wealthspire Advisors acquires Heron Wealth; and more.