How Retirement Is Changing as We Live Longer
A new study examines the changing definition of retirement and takes a fresh look at the three decades of life...
News
DENSO International America Faces Multi-Pronged ERISA Suit
The complaint includes not just allegations of excessive fees, but also a charge that fiduciaries offered an underperforming stable value...
Retirement Industry People Moves
J.P. Morgan Asset Management hires new global head of broker relationship management; Mercer Appoints New West market wealth business leader;...
How ESG Investing Is Regulated Globally: Rules vs. Principles
A major new report published by ISS ESG suggests regulation remains a major driver of the growth of responsible investment...
Investing in a ‘Circular Economy’
A new report suggests investors should seek to better understand the concept of ‘resource intensity’ and pursue opportunities to reduce...
Facing Criticism for ESG Rules, SEC Unlikely to Back Down
Attorneys who track financial regulations say SEC Chair Gary Gensler has no qualms about pushing forward big, ambitious proposals, even...
Milliman Partners with SecureSave on Emergency Savings
According to the firms, employees with access to SecureSave save an average of $103 a month towards an emergency savings account.
Investment Product and Service Launches
Putnam Investments to develop suite of sustainable retirement target-date funds; PGIM Investments expands actively managed fixed income ETF lineup; Nationwide...
SEC Votes to Propose Updated Fund Name Rules, ESG Disclosures for RIAs
Wednesday was a busy day for the U.S. Securities and Exchange Commission, which voted to propose two separate regulations that...
Empower Partners with Rockefeller Capital on 3(38) Service
Plan sponsors and plan fiduciaries that use the service would add an extra layer of fiduciary protection, with Rockefeller serving as an ERISA 3(38) investment manager.
SEC Names Director of Division of Examinations
Leaders at the SEC say the role of the examinations program is critical for capital markets to function well and...
Fixed Annuity Products Lead Annuity Sales
Fixed annuity sales rose 14% in the first quarter, with all fixed products except income annuities recording positive growth.
Retirement Prospects in the US: ‘Not Great, Not Bad’
Among U.S. workers who have already retired, just 3% describe their situation as ‘living the dream,’ while 37% say they are comfortable.
BNY Mellon Adviser Settles SEC Charges Over Greenwashing, Pays $1.5 Million Penalty
Case focused on misstatements and omissions regarding ESG offerings.
Watch Today’s PLANADVISER Webinar on Advisory Firm Culture
What, exactly, is firm culture, and what does it take to build a positive and productive environment for staff and leadership alike?
Personalized Participant Investment Experience and Data Integration Are Top Priorities for Advisers
Advisers prefer managed accounts as a retirement income solution, a PIMCO survey shows.
Is the Traditional Fiduciary Insurance Model at Risk?
One legal professional at a fiduciary insurance firm argues that the ‘indiscriminate nature’ of recent ERISA lawsuit filings could eventually...
Confirmation Vote Set for Lisa Gomez, EBSA Nominee
The long-awaited full Senate hearing is now on the docket for next week.
Retirement Industry People Moves
OneDigital names vice president of product; Advisor Group acquires Infinex; T. Rowe Price appoints senior ESG leader; Voya hires chief...
A Profound Opportunity for Advisers
A new survey report notes that women control a third of total U.S. household financial assets today—more than $10 trillion—and as much as $30 trillion more is expected...