Rapid Growth in CITs Fueled by Small Plan Adoption
Collective investment trusts now hold nearly 30% of DC plan assets, rising from just 13% a decade ago; experts predict...
EXCLUSIVES
The Evolution of the DCIO Sales Model
Investment firms are increasing emphasis on developing relationships with CIOs and others responsible for approved fund lists and 3(38) programs.
Maximizing HSAs: What the OBBB Act Has Changed
Cat Torres, from Sentinel Group, discusses how recent developments have introduced new opportunities for HSA eligibility.
Turning HSA Owners into Savvier Investors
Health savings account owners were 22% more likely to contribute if they received practical, encouraging messaging from benefits providers, according...
Maximizing HSAs’ Value
Getting the most out of an account seen by some as a spending vehicle and by others an investment vehicle.
HSAs Continue to Gain Steam, Top $146B in Assets
Health savings account adoption spans socioeconomic spectrum, according to a survey from the Devenir Group.
Medicare Awareness Is Crucial Missing Piece in Retirement Planning
Working seniors need professional advice when making coverage decisions, but only 21% of retirees with advisers receive health care planning,...
Long-Term Care’s Unexpected Costs and Their Effect on Retirement Security
About 80% of 65-year-olds will need some form of long-term care, according to the Center for Retirement Research at Boston...
Staffing Up: The When and How for Retirement Plan Advisory Firms
The timing and process of hiring new additions requires significant attention and care from firm leaders.
Who’s On Deck? Solving the Succession Planning Crisis at Advisory Firms
Advisers too often risk ‘both value and continuity’ out of attachment to the business and aversion to change.
I Used to Be Skeptical About Financial Wellness. Here’s What Changed My Mind.
Financial Finesse President Todd Lacey makes a case for integrating financial wellness into an advisory practice.
Tackling Succession Misalignment in Advisory Firms
Three-quarters of RIA and broker/dealer firm owner respondents said they lack a clear plan of succession, which could alienate future...
Deepfaked Fiduciary: The Real AI Threat Nobody’s Talking About
Adviser Neil Plein explains how fiduciaries can be prepared to minimize the risk to their practices from increasingly sophisticated scams...
Selecting the Right Platforms for a Successful Practice
To make sense of the many available options, plan advisers need to know what they are looking for.
Do Private Markets Present a Lucrative Opportunity ‘Fraught With Peril’?
Jerry Schlichter says fiduciaries’ responsibilities have been complicated by provider desires to make private market investments available via 401(k) plan...