Data & Research September 11th, 2025 Worker Optimism About Retirement Rises, Actual Savings Contributions Fall Employers’ confidence in their employees’ retirement savings is at its lowest point in a decade, but savers’ confidence has risen...
Deals & People September 10th, 2025 Lincoln International Acquires MarshBerry As part of the transaction, Atlas Merchant Capital agreed to sell its interests in MarshBerry to Lincoln International.
Data & Research September 10th, 2025 Financial Firms Show Interest Uptick in Generative AI A Broadridge study found 72% of financial services firms reported making ‘moderate to large’ investments in generative artificial intelligence in...
Compliance September 10th, 2025 IBM Accused of $14B Pension Risk Transfers to ‘Unsafe’ Insurer IBM allegedly jeopardized the retirement security of more than 132,000 former workers by offloading billions of dollars in two pension...
Data & Research September 10th, 2025 Nearly One-Quarter of Plan Sponsors Consider Private Market Investments: BlackRock Employers chose target–date funds as the most likely way they would introduce private assets into retirement fund investment lineups, according...
Products & Services September 9th, 2025 401Go Program to Match Retirement Plan Sponsors, Advisers GoConnect is part of an initiative to bring the recordkeeper into broader businesses, including benchmarking, lead generation and marketing consulting.
Deals & People September 9th, 2025 Advisory M&A News – 9/9/25 SEIA acquires Select Money Management; Creative Planning acquires Grassi Investment Management; Modern Wealth acquires PSF/Galloway; and more.
Deals & People September 9th, 2025 Daniel Gamba Moves to Franklin Templeton Formerly the president of Northern Trust Asset Management, Gamba will be co-president and chief commercial officer of Franklin Templeton when...
Deals & People September 9th, 2025 2025 Top Retirement Plan Adviser: Robert Massa Thoughts from Robert Massa, with Prime Capital Retirement.
Deals & People September 9th, 2025 2025 Top Retirement Plan Adviser: Jessica Ballin Thoughts from Jessica Ballin, with 401k Plan Professionals.
Deals & People September 9th, 2025 2025 Top Retirement Plan Adviser: David Hanson Thoughts from David Hanson, with IIS Financial Services.
Deals & People September 9th, 2025 2025 Top Retirement Plan Adviser: Joseph Cravotta Thoughts from Joseph Cravotta, with Henderson Brothers Financial Partners.
Deals & People September 9th, 2025 Envestnet Plans $1B R&D Spend Over 5 Years The company’s goals include improving its managed account infrastructure and increasing access to investing in alternatives.
Products & Services September 9th, 2025 Broadridge Acquires Retirement Plan Technology Provider iJoin There are ‘strong synergies’ between iJoin's data services and Broadridge's retirement plan servicing capabilities, according to the announcement.
Data & Research September 9th, 2025 Why Flexible Working Arrangements Have Staying Power A recent study found that corporate plan sponsors' top reasons for offering flexibility were work-life balance, talent attraction and retention.
Data & Research September 9th, 2025 ‘Quiet’ August for 401(k) Trading, Per Alight During August, 18 out of 21 trading days favored fixed-income funds, according to Alight Solutions.
Compliance September 8th, 2025 Thrift Savings Plan Awaits Congressional Permission for Private Investments The $895 billion of retirement assets in the nation’s largest defined contribution plan is off limits to private market investments—for...
Products & Services September 8th, 2025 Risr Launches Tools for Advisers’ Succession Planning The engagement platform’s Succession & Exit Planning tool aims to be ‘first of its kind’ for financial advisers.
Deals & People September 8th, 2025 Cerity Partners, Graypoint Announce Merger Daniel Nolan, Graypoint’s president and CEO, will be a partner in and vice chairman of Cerity Partners.
Compliance September 8th, 2025 DOL Will Replace Biden-Era Independent Contractor Rule The agency has not been enforcing the 2024 rule and will consider a new one, using pre-2024 standards in the...