Following a sit-down with one SEC commissioner, CEFEX leadership predicts the regulator will propose new requirements for third-party advisory practice reviews before the close of 2016.
In partnership with Pershing LLC, “we are now allowing partners to deliver advice not only across DC plans but to retail investors,” says Rob Foregger, co-founder of NextCapital.
Researchers conclude the number of workers who experience substantial wealth shocks is relatively small, so the magnitude of the aggregate retirement response is likely modest.
National retirement plan advisory firm Cafaro Greenleaf has announced a new strategic partnership with InHub, which specializes in digitizing and streamlining the vendor search and RFP process.
Guardian Insurance and Annuity Company is partnering with Brinker Capital Destinations to deliver a new CIT-based qualified default investment alternative to retirement plan clients.
Top advisers understand the importance of “the experience revolution” that has reshaped the way people shop for all types of goods and services—even defined contribution retirement plans.