Nuveen Lifetime Income TDFs to be Available on Transamerica Platform
The Nuveen Lifecycle Income CIT Series will be available as a default option for retirement plans recordkept by Transamerica.
News
LeafHouse, Capital Group Introduce Personalized Target-Date Service
Target Date Plus, powered by LeafHouse, uses up to 10 participant data points to customize portfolios for each participant.
Most Investors Believe Financial Advisers Are Crucial to Long-Term Goals
A Morgan Stanley survey found that investors know the importance of having both a professional financial plan and an adviser.
2025 Top Retirement Plan Adviser: Brian Allen
Thoughts from Brian Allen, with Pension Consultants, Inc.
2025 Top Retirement Plan Adviser: Michael Francis
Thoughts from Michael Francis, with Francis LLC.
New York City Bar Committee Makes Recommendations to Strengthen Retirement Security
In a letter, the committee, comprised of legal professionals representing employee benefits stakeholders, expressed concern that legislative shifts aimed at...
Empower Responds to Private Markets Inquiry from Senator Warren
The asset classes should be available to retirees to help with the ‘democratization of private investing,’ Empower CEO Edmund Murphy...
2025 Top Retirement Plan Adviser: Andrew Blankenship
Thoughts from Andrew Blankenship, with Advo(k)ate Advisors.
2025 Top Retirement Plan Adviser: Anthony McCracken
Thoughts from Anthony McCracken Jr., with Newcleus.
SmartAsset Ranks Hawaii, Maine as Best States for Adviser Opportunity
The fintech provider ranked 44 states by assets under management available per SEC-registered adviser.
Aquiline Acquires SEI Family Office Services Unit
The platform also provides services for private banks, alternative asset managers and private wealth advisers.
Retirement Industry Responds to Passage of ‘Big Beautiful Bill’
Notably, the defined contribution retirement plan sector is relatively unchanged by President Donald Trump’s key legislation.
DOL Submits Request for Information About PEPs to OMB
The request, made July 1, indicates the Department of Labor is preparing PEP-related reports, per provisions in the SECURE and...
Despite Enthusiasm, Employees Underwhelmed About AI’s Potential
According to two different surveys, employers must go beyond just providing access to AI and do more to train their...
Massive Tax and Policy Bill Signed Into Law
President Trump signed the measure that preserves tax deferral for retirement savings, raises taxes on certain endowments, makes cuts to...
Wealth Transfer Planning Vital for Advisers to Retain Client Assets
Quality relationships continue to be essential for driving assets in the wealth management space, according to Cerulli Associates.
Investors Are Proactive in Financial Planning Amid Economic Uncertainty
Betterment survey finds younger retail investors are more involved with their financial planning than ever and are looking for guidance.
Product and Service Launches – 7/3/25
Morningstar debuts features in Direct Advisory Suite; World Investment Advisors announces technology tools; MyVest partners with InvestSuite for custom model...
Deepfaked Fiduciary: The Real AI Threat Nobody’s Talking About
Adviser Neil Plein explains how fiduciaries can be prepared to minimize the risk to their practices from increasingly sophisticated scams...
Parties Agree to $48.5M Settlement in Pentegra Fiduciary Breach Case
A jury awarded plaintiffs in the case, Khan et al. v. Board of Directors of Pentegra Defined Contribution Plan et...