Simplifying Annuities Could Lead to Increased Take-Up
Guaranteed streams of income may seem a ‘no-brainer’ for retirees and sponsors, but hesitation to embrace one form of guaranteed...
News
How Income Floors Save Retirees From Underspending
Underspending is a common habit among retirees, but a minimum income with additional guaranteed sources can help retirees overcome fear...
Nuts & Bolts: In-Plan Annuities
As in-plan annuities gain interest among plan sponsors and retirees, retirement plan advisers need a clear understanding of what products...
AllianceBernstein Names Onur Erzan President
AllianceBernstein has named Onur Erzan as president, a role that was previously held by CEO Seth Bernstein since 2017.
Congress Introduces Bill to Make PBMs Fiduciaries
If passed, the legislation would require pharmacy benefit managers to act in the best interests of employees who rely on...
More Employers Offer Their Own Retirement Plans in Wake of State Auto-IRA Mandates
Research shows state mandate laws for individual retirement accounts access have led to businesses being more likely to offer their...
Nurses Left Out of DOE’s Higher Loan Limits for Professional Degrees
Student debt could be impacted by the DOE’s proposed restriction of higher federal graduate student loan limits to just 11...
Missing RMDs Cost Investors $1.7B in Penalties, per Vanguard
More than half of investors with IRA balances under $5,000 missed their required minimum distribution in 2024, according to research by Vanguard.
Advisory M&A News – 12/24/2025
Wealth Enhancement will acquire Aegis Financial and Dent Wealth Advisors; and United Capital Financial Advisors acquires Groebl Brothers.
Charles Schwab to Match Federal Contributions to Employees’ Children’s Trump Accounts
A U.S. Treasury pilot program pledges $1,000 to eligible children born in the U.S. between 2025 and 2028.
EBRI’s 2025 Lifetime Achievement Awards Commend 2 Industry Veterans
James A. Klein and Mathew Greenwald were recognized for ‘preserving, protecting and enhancing’ retirement security and benefits.
Trian, General Catalyst Acquire Janus Henderson for $7.4B
Janus Henderson will keep its current management team, including CEO Ali Dibadj, and main offices in London and Denver.
Trump Signs $900B Defense Bill Limiting Investments in Chinese Tech
The 2026 National Defense Authorization Act restricts US investors from investing in China’s military and strategic sectors.
We’ve Reached the Tipping Point for 401(k) Retirement Plans
Beau Adams, president of American Trust Retirement, believes the nature of advising will profoundly change as retirees shift their mindset...
Retirement Industry Deals and People Moves – 12/19/2025
NFP promotes Adam Favale to head of M&A; Fiduciary Trust International taps new wealth director; Domain Money Advisors appoints new...
ISS STOXX Acquires Italian Provider of Data, Sustainability Indexes
ECPI Group SRL, which offers data analysis tool sets for institutional investors, was acquired from Confluence Technologies.
Senate Approves Michael Selig to Head CFTC
The new Commodity Futures Trading Commission chair was confirmed as lawmakers consider expanding the commission’s authority over cryptocurrencies.
Getting Gen X Back on Track for Retirement
As the first members of Generation X enter their 60s, experts recommend they reevaluate their savings and consider a ‘second...
Preparing for 2026 ERISA Plan Compliance
A calendar to help plan fiduciaries track important due dates for their retirement plans, given annual updates and changes.
Product & Service Launches – 12/18/2025
IncomeConductor updates annuity planning with advanced modeling for advisers; American Life expands product availability to New Hampshire; AllianceBernstein launches AB...