2019—the Year of Mergers and Acquisitions
Wells Fargo, PSC, Aspire, Charles Schwab, Hub International, CAPTRUST and many other firms have been involved in significant merger and acquisition activity this year.
EXCLUSIVES
Advisers Giving Back: A Nationwide Network of Giving
Under the CBIZ Cares program, employees at CBIZ’s 100 offices around the nation are encouraged to volunteer their time in...
A New Way to Think About Building a Retirement Planning Practice
What is your closing rate for 401(k) plans? Have you tried offering simpler solutions?
Allocating Committee Time in 2020
Reviews of the investment menu often take up the most committee time, but is that the best practice?
Business Owners Dream (Wrongly) of an Easy Retirement Transition
Business owners believe strongly in the value of their businesses, so they are often tempted to reinvest everything into the...
Aon and ABC: It’s Time to Improve Retirement Outcomes, Now
We urge Congress to enact the SECURE Act now. Such action will be transformational for the retirement ecosystem, helping to secure the financial future for American workers at...
Crafting Annuity Confidence and Clarity Is Hard Work
One passionate analyst says the highly nuanced annuity marketplace does not receive sufficiently careful attention from either the financial services...
Advisers Giving Back: Innovest’s Culture of Compassion
Innovest Portfolio Solutions deploys its staff as volunteers throughout the year for a wide variety of charities in the Denver...
New SEC Advertising Regulations Warrant Caution
The new principles-based approach to advertising regulations may allow advisers to better tell their stories to prospective clients, but it...
Limited 529 Plan Knowledge Holds Savers (and Advisers) Back
Educating people about the plans is important, as a recent Edward Jones survey found that only 29% of Americans know...
What to Expect With Unexpected Early Retirement
Considerations for participants when retirement comes earlier than anticipated.
Being Realistic About Longevity
More retirement plan participants are recognizing the financial implications of longer lifespans.
Advocates Say DC Plans Should Be Considered ‘Accredited Investors’
Public markets are shrinking, and more of the wealth generated by the U.S. and global economies is locked in private...
Insurance Companies Are Experiencing Investment Challenges
Since some retirement plan investments are tied to insurance company portfolios, should fiduciaries monitor these accounts like other investments?
The Business Cycle, Geopolitics and Retirement Investing
Trade tensions between the U.S. and China have dominated financial news headlines, but investors have a lot more to think...