Selecting the Right Platforms for a Successful Practice
To make sense of the many available options, plan advisers need to know what they are looking for.
News
Kestra Survey Looks At ‘Messy’ Succession Planning
While many 1st Generation advisers express confidence in their succession plans, only 6% of those planning to retire within the next decade have a fully documented strategy in...
American Workers Spending Less Time Reviewing Workplace Benefits
Three in four benefits-eligible workers expressed interest in support and guidance tools to help them understand how much to set...
Plan Sponsors Interested in Plan Designs and Programs that Enhance Participant Wellness
Despite most plan sponsors feeling a strong responsibility for employees’ financial well-being, programs such as emergency savings, student loan repayment...
Great Gray Trust Company to Collaborate With BlackRock
BlackRock’s glidepath will power Great Gray Trust Company’s new retirement solution with access to private markets.
Eric Stein Becomes Voya Investment Management CIO Amid Leadership Shuffle
Jeff Hobbs, Voya IM’s head of insurance portfolio management, will succeed Stein as CIO of fixed income.
Capital Group Enhances RecordkeeperDirect Platform
The company wants to be a “partner of choice” for retirement plan advisers working with small and mid-sized retirement plans.
Student Loan Burden Lingers Beyond Repayment—Especially for Private Sector Workers
A new study revealed key differences in how student debt impacts the financial well-being of public and private sector employees,...
Retirement Industry Deals and People Moves – 6/27/2025
SBA names Andy Clonts as senior benefits consultant; Cheryl Morrison Deutsch joins 401GO as chief experience officer; Lincoln Financial hires...
Product and Service Launches – 6/27/25
Nationwide launches RetireAssist, Envestnet expands alts access; ETFs from Macquarie, WisdomTree, AllianceBernstein hit the market; and more.
Do Private Markets Present a Lucrative Opportunity ‘Fraught With Peril’?
Jerry Schlichter says fiduciaries’ responsibilities have been complicated by provider desires to make private market investments available via 401(k) plan...
SEC to Evaluate Use of PE and Alternatives in Retirement Accounts
The SEC's Office of the Investor Advocate as previously highlighted potential risks for retail savers posed by the expansion of...
Investment Advisers Optimistic About Inflation Amid Recession Fears
RIAs noticed a spike in clients looking to diversify their assets, with almost half reporting an increase in international equities...
Aronowitz Clears Senate Committee Vote to Head EBSA
Trump’s nominee now moves to a full Senate vote to determine whether he will lead the Department of Labor agency tasked with...
PensionBee Analysis Says Looming Social Security Cuts Could Cost Americans $138,000 Each
The analysis finds that a 23% cut would require $138,000 in added savings to replace the lost income; a 19%...
Senator Warren Wants Information About Empower’s Push Into Private Equity for 401(k) Plans
Democratic Senator Elizabeth Warren wrote to the company’s CEO, Edmund Murphy III, outlining concerns about the asset class and demanding...
Despite Fintech Advances, Users Remain Reluctant to Try New Products
A Nationwide survey also found that annuity sellers want a simplified suitability process and better digital tools for accepting and...
Private Equity Sponsors ‘Cautious’ Amid Market Uncertainty
A Churchill Asset Management survey found PE firms remain cautiously optimistic about the outlook for dealmaking, exits and returns.
Michael Liersch Named Chief Planning Officer at Edelman Financial Engines
In the newly created role, Liersch will focus on financial planning, advice and solutions.
Investors, Advisers Take Different Approach to Initial Retirement Years
A Global Atlantic survey showed mismatched priorities between financial professionals and clients during the critical ‘Fragile Decade.’