Financial Finesse Acquires OfColor to Expand ‘Culturally Relevant’ Content
The financial wellness provider will integrate OfColor’s platform aimed to help workers of color.
Advisory M&A News – 10/28/24
Arthur J. Gallagher & Co. acquires Redington Ltd.; Hyperion Partners joins MAI Capital Management; Modern Wealth Management acquires RIA Petso...
Retirement Industry People Moves – 10/25/24
OneAmerica announces new president of employee benefits; Nationwide names a new head of its annuity business; Pentegra adds a new...
Q&A: WIPN’s Current President Talks About Its 15th Anniversary, the Future
At WIPN, Rosalyn Brown champions initiatives that empower women, especially those of color, in the financial services industry.
Many Plan Sponsors Appear to Be Overpaying DC Plan Fees
Abernathy Daley 401k Consultants found that 80% of companies were spending more than efficient pricing for 401(k) and 403(b) plans.
US Retirement & Benefits Partners Acquires Pension Planning Consultants
In an additional sign of further retirement, benefits and wealth consolidation, Alera Group acquired Berkshire Fairfield Insurance Agency and Scarafoni...
Increased Share of Workers Credit Employers for Efforts to Reduce Financial Stress
A Schwab survey of 401(k) participants also found increased familiarity with SECURE 2.0 provisions compared with last year.
Larry Fink Sounds Alarm on US Retirement System
Fink looks to other countries, such as Australia, for pension system models.
Advisory M&A News – 10/21/24
Carson completes deal with Sweet Financial; Beacon Pointe Advisors adds Landmark Wealth Management; and Journey Strategic Wealth announces 2 acquisitions.
Department of Labor Schedules ERISA Advisory Council Meeting
The October 22 online session will focus on lifetime income and the access to claims procedures.
Product and Service Launches – 10/17/24
Diamond Hill launches Core Plus Bond Strategy; Rockefeller Asset Management expands active ETF lineup with small-mid-cap ETF, RSMC; PensionPro, Dynamis...
John Hancock Retirement Appoints Shannon Stiles as Head of Participant Outcomes
Stiles left Fidelity to take the new role, which will focus on boosting participant engagement and financial wellness.
Q&A: WIPN’s 9th President Talks About Navigating 2020
Daniella Moiseyev reflects on the difficulties of the COVID-19 pandemic and the ongoing challenges for women in the retirement industry.
Wealth Transfer Presents Opportunity for Financial Advisers
Millennials, surviving spouses and pre-retiree women are set to benefit most from the great wealth transfer.
T. Rowe Price Enters In-Plan Lifetime Income Market
Pacific Life will back the solution’s underlying qualified longevity annuity contract.
WIPN to Celebrate 15 Years with NASDAQ Closing Bell Ceremony
In 15 years WIPN has grown into a 1,500-member organization advocating for gender equity in retirement services.
Advisory M&A News – 10/14/24
Allworth acquires $1.1B RIA; Robertson Stephens acquires CAFG Private Wealth; Cetera announces deal with Concourse Financial Group Securities.
Q&A: WIPN’s 3rd President Talks About Formalizing Nonprofit Status
Laura Moskwa reflects on WIPN’s evolution, challenges for women in finance and her vision for the organization’s future growth.
Retirement Industry People Moves – 10/11/24
Hederick joins Prime Capital Financial; Russell Investments hires Heier and Parra; Gallagher adds Adams to retirement plan consulting practice; and...
CFP Board Receives $150,000 Donation for Women’s Scholarship
The donation from Schwab Advisor Services will be used to support the Women’s Initiative Endowed Scholarship.