Beyond U Launches New Adviser Training Platform
The digital training platform aims to support professionals entering the advisory field through peer meetings, mentoring and more.
News
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
The American Retirement Association says that tax reform could be a disincentive for small businesses to offer retirement plans; however, as one reader shares, there are counter considerations...
Top Adviser Teams Practice True Collaboration
More than 60% of advisers say they work within a team structure, yet only one-third of teams regularly collaborate in their daily decisions and processes.
Seventy Percent of Institutional Investors Use Alternative Asset Classes
They are turning to alternatives to mitigate market risk.
Fi360 Releases Fee Benchmarker Update
The benchmarking tool is now fully integrated with Fi360’s Fiduciary Focus Toolkit, which automates workflow and oversight to ensure fiduciary best practices.
Nearly Half of Americans Say Their Financial Situation Improved in 2017
Another 40% say they reduced their debt during the year.
Boosted by Retirement Contributions, CIT Assets Approach $3 Trillion
U.S. collective investment trusts assets have grown to roughly $2.8 trillion, according to Cerulli Associates; much of they money is in target-date funds.
LDI Moves to the Fore for DB Plans
Cerulli posits that LDI, when implemented effectively, can be “the ultimate custom solution.”
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s...
Tax Reform Could Threaten Small Business Retirement Plan Incentives
The American Retirement Association is calling for small business owners’ retirement plan contributions to be taxed at the business rate.
Lawsuit Filed in Colorado District Court Shows Great-West Targeted by Fraud
The richly detailed text of the complaint shows multiple individuals are accused of defrauding Great-West and depositing ill-gotten assets in a variety of U.S. banks, resulting in fraud...
More Advisers Expect Increased ESG Demand
Already, 18% are incorporating environmental, social and governance funds into their practices.
Retirement Industry People Moves
AndCo expands Pittsburgh office with three new consultants; Commonwealth adds Midwest Financial to team of advisers; Pensionmark reveals ProCourse as latest affiliate; and more.
Redefining Defined Contribution Plans
Willis Towers Watson suggests 10 updated terms associated with DC plans, with the goal of elevating the quality of all retirement planning conversations.
With Change to Pension System, Military Members Need Financial Advice
The Department of Defense is initiating the Blended Retirement System on January 1, 2018.
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
For the $5 million to $500 million DC plan market, advisers and consultants offering 3(38) discretionary investment advice are more common.
Individuals Expect to Take Increased Role in Retirement Savings
More than half (52%) of Americans surveyed think individuals will play a larger role in health insurance and retirement savings, a survey finds.
Investment Products and Services Launches
State Street Launches Tool to Deliver Transparency in ESG Investing; TCA Adds an Extra 18 ETFs to Advising Platform; Vanguard Releases Latest Fund to Complement Existing Index and...
Few Americans Preparing for Long-Term Health Care Savings
Only 41% of consumers surveyed understand what long-term health care expenses will be in retirement, and only one-third are confident they are saving at an appropriate rate to...