Stable Value Funds’ Slow Burn Could Fuel Lifetime Income
Although widely used for capital preservation, recent research indicated that stable value funds could also be a building block of...
News
Creative Planning to Acquire SageView Advisory Group
The combination of the two firms will have more than 550 advisers and represent $640 billion in total client assets.
Senate Confirms Janet Dhillon to Lead Pension Benefit Guaranty Corporation
Securities and Exchange Commissioner Paul Atkins was also reappointed to a five-year term from 2026 through 2031.
Inflation Wears Down Middle Class Financial Resilience
Middle class households can handle rising prices and unexpected expenses, but their overall financial well-being is slipping, according to the...
Fear of Litigation Impacts DC Plan Services, Investments
One in four respondents told the American Benefits Council they decided against providing more benefits to plan participants out of...
Ascensus Names Nick Good as CEO
Good will assume his role on January 1, 2026, as outgoing CEO David Musto transitions to executive chairman.
Advisory M&A News – 10/7/2025
Mercer Advisors acquires Singer Burke; King Financial Network joins Cetera’s Summit Financial Networks; BIP Wealth acquires Prehmus Financial; and more.
TIAA Hires Rob Crothers to Head Business Development
BlackRock’s former head of US retirement will lead efforts to develop strategic partnerships.
Federal Judge Dismisses AT&T PRT Case
While the Massachusetts court dismissed the pension risk transfer case against AT&T, the plaintiffs still have standing to sue.
RIAs Lead Financial Advisers in AI Tool Use
Most advisers told ISS Market Intelligence they used artificial intelligence tools to summarize information, rather than for more extensive analysis.
‘Complex Challenges’ Ahead as SEC Nears Dual-Share-Class Approval
Since April, the Investment Company Institute has looked into what asset managers may need to launch exchange-traded-fund share classes within...
Greenspring Advisors, Wealthstream Advisors Announce Merger
The combined advisory firm has more than $10 billion in private client and institutional assets.
Social Security Commissioner Bisignano Named ‘CEO’ of IRS
Frank Bisignano is the first commissioner charged with overseeing operations of both government agencies.
2025 Top Retirement Plan Adviser: Joe Weber
Thoughts from Joe Weber, with Integrated Financial Solutions.
2025 Top Retirement Plan Adviser: Jeremy Weith
Thoughts from Jeremy Weith, with HUB Retirement and Wealth Management.
Nationwide Annuity Names Kush Kotecha as President
Craig Hawley, the outgoing president, was promoted to lead Nationwide’s financial services division.
World Investment Advisors Names Edward Walters as President
Current CEO Troy Hammond, founder of the firm, will step down at the end of the year.
IRS Shares First Look at Revised ‘Saver’s Credit’ Form
The 2025 income limit for the tax credit for lower-income workers who save for retirement will increase slightly to $39,500...
Cognitive, Physical Decline Increase Financial Risk for Older Adults
An advisory firm with a client base with a median age of 65 has about 14% of its revenue controlled...
New York to Launch State Retirement Savings Program This Fall
Qualifying employers will have nine months to register in the New York State Secure Choice Savings Program, upload employee data...