Human Interest to Receive up to $50M Investment From Morgan Stanley
Morgan Stanley’s investment will help fund development of an “amplified” version of PartnerConnect that will be released during the year’s...
News
Retirement Industry Deals and People Moves- 8/1/2025
Voya Investment Management expands distribution and wealth solutions sales teams; ISC Group welcomes Poplarski as senior vice president of retirement...
HSAs Continue to Gain Steam, Top $146B in Assets
Health savings account adoption spans socioeconomic spectrum, according to a survey from the Devenir Group.
Independent RIAs to Increase by 12% by 2028
Over the next three years, independent registered investment advisers will be the fastest-growing portion of the advisory landscape, according to...
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,...
2025 Top Retirement Plan Adviser: Sean Kelly
Thoughts from Sean Kelly, with Heffernan Financial Services.
2025 Top Retirement Plan Adviser: Shane Hanson
Thoughts from Shane Hanson, with Freedom Fiduciaries.
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...
IRI Says DOL Proposal Could Disrupt Annuity Inclusion in Retirement Plans
The Insured Retirement Institute filed comments urging the Department of Labor not to withdraw a longstanding safe harbor regulation.
Interest Accrual for SAVE Plan Loans Resumes
The change to the student loan debt relief program used by 7.7 million borrowers is effective August 1, according to...
Product & Service Launches 7/31/25
Vestwell announces multilingual savings platform; Nationwide to sell Midland National commission-free indexed annuity; State Street Investment Management and Xtracker launch...
Older Investors Can Benefit From Personalized Retirement, Investment Solutions
A study from T. Rowe Price, in conjunction with MIT and Stanford, found that investors older than 50 have diverse...
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.
Global Defined Contribution Organizations Consider Retirement Income Top Issue
A report said few DC systems are currently equipped to deliver income through the decumulation phase in a “standardized or...
Participants Are Less Optimistic About Reaching Savings Goals, Schwab Survey Finds
More than half (57%) of participants surveyed considered inflation a top obstacle to achieving a comfortable retirement.
2 ESOP Bills Advance Out of HELP Committee in Unanimous Vote
A third ESOP bill was originally scheduled to be voted on during the hearing, but no vote was held
Retirement Health Care Costs Up 4% From Last Year’s Estimate, Fidelity Report Finds
The report found that the increase is consistent with a “general upward trajectory of projected health-related expenses” for retirees.
Vestmark, Fidelity Offer Open-Architecture Portfolio Platform
The model portfolios can include semi-liquid interval funds, SMAs, ETFs and mutual funds.
2025 Top Retirement Plan Adviser: Robert Vaughan
Thoughts from Robert Vaughan, with UBS - South Central Group, UBS Financial Services Inc.
2025 Top Retirement Plan Adviser: Phil Sherman
Thoughts from Phil Sherman, with Deschutes Investment Consulting LLC.