Client Service January 2nd, 2025 Crossmark’s Doll Projects Fewer Tailwinds and More ‘Tail Risks’ in 2025 Anticipate slower economic growth, persistent inflation and widening credit spreads, says market forecaster Bob Doll.
Products January 2nd, 2025 Product and Services Launches – 1/2/25 PGIM adds 2 Buffer ETF series and laddered buffer ETF to lineup; GROUPIRA launches IRA rollovers with Microsoft Azure; Closed-end...
Deals & People December 31st, 2024 Advisory M&A News – 12/31/24 CAPTRUST adds Campbell Wealth Management and TruNorth Wealth Partners; MAP Retirement and Pension Plan Specialists announce merger.
Data & Research December 31st, 2024 Allianz Life Survey Reveals Financial Stress but Optimism for 2025 Among Americans Ten percent of respondents cited not seeking professional financial advice as one of their worst habits.
Compliance December 30th, 2024 DOL’s Retirement Savings Lost and Found Database Goes Live The database centralizes information for lost retirement accounts and provides guidance to claim funds.
Deals & People December 26th, 2024 DOL Announces New Appointees to 2025 ERISA Advisory Council Five new members will join the council.
Deals & People December 23rd, 2024 Advisory M&A News – 12/23/24 DeVoe reports 2024 set a record for RIA deal activity; The Cerrado Group adds Tristar Pension Consulting as member firm;...
Data & Research December 18th, 2024 ESG Goals Still Prevalent in Executive Incentive Plans, WTW Reports Among S&P 500 firms, 77% still included at least one ESG metric in 2024.
Deals & People December 17th, 2024 WIPN Names 2025 Board of Directors The 14 new board members will help shape the direction of the group advocating and advancing women in retirement.
Data & Research December 17th, 2024 Pooled Employer Plans Top $10B in Assets PEPs see growing interest among 401(k) sponsors of various plan asset segments, according to Cerulli.
Deals & People December 16th, 2024 Advisory M&A News – 12/16/24 Modern Wealth adds $500 million in AUM with 3 acquisitions; Merit Financial Advisors merges with Trinity Financial Partners; Cetera welcomes...
Compliance December 13th, 2024 UnitedHealth Group Settles 401(k) Fund Complaint for $69 Million If the agreement is approved, participants will receive payments after UnitedHealth did not replace underperforming Wells Fargo funds.
Data & Research December 13th, 2024 RIAs Face Talent Crunch, Schwab Reports Registered investment advisers are prioritizing recruitment and employee value propositions to meet workforce demands.
Data & Research December 12th, 2024 Why Women Are Navigating a New Financial Landscape Non-retired women see the responsibility of securing a steady lifetime income being shouldered by individuals, not employers, according to a...
In Practice December 11th, 2024 EBRI Panel: DC Plans, Social Security Can Create Strong Retirement Security Net Panelists speaking at the institute’s winter policy forum made the case that a strengthened defined contribution system can partner well...
Data & Research December 11th, 2024 Many 401(k) Investors Made Knee-Jerk Decisions on Short-Term News in November Last month saw increased trading activity, with many mistimed flights to fixed income ahead of the U.S. election, according to...
In Practice December 10th, 2024 CFP Board Reports Record CFP Exam Participation in 2024 Among the 10,437 candidates testing this year, 6,763 candidates passed.
Deals & People December 9th, 2024 Advisory M&A News – 12/9/24 Mariner completes acquisitions of Atlas Financial and Newport Advisory; Alera Group acquires Spike Risk Management; Mercer Advisors welcomes all-woman advisory...
Deals & People December 9th, 2024 Vanguard Plans $900B Advice and Wealth Management Division The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.
Deals & People December 6th, 2024 Trump Taps Fiserv CEO Frank Bisignano for Social Security Administration Commissioner Bisignano’s background signals he will be more focused on seeking efficiencies and administration than any policy reform efforts.