Planadviser Logo
Weekday news and analysis for retirement plan advisers
Monday, April 01, 2024
Exclusives | Awards | Research | Events
Special Coverage: Diversity, Equity & Inclusion
In April’s special coverage series, PLANADVISER speaks with diversity, equity and inclusion experts and considers on-the-ground programs seeking to advance DEI in the financial sector.
News Feed Quick Links
Deals & People
Practice Management
Products
Client Service
Data & Research
Investing
Compliance
Retirement Industry People Moves – 3/29/24
Nicolet National Bank brings on new wealth, private client services head; Standard appoints new corporate actuary and chief risk officer; and Equitable names new retirement and investment leaders.
Today’s Most Read
1. Potential Implementation Delays Face Social Security Fairness Act
2. Will Trump DOL Move Away From Biden Independent Contractor Classification Rule?
3. Advisers Planning to Increase Technology, AI Usage and Spend
IRA Rollovers Set to Grow, but by How Much?
Experts expect the IRA asset pool of more than $12 trillion to increase from rollovers, but the shift may be tempered by evolutions in 401(k) plans and adviser practices.
Product & Service Launches – 3/28/24
Guardian Life adds new RILAs; Voyant offers advisers retirement planning analysis for clients; ADP partners with Summer on SECURE 2.0 student loan retirement match; and more.
Cambridge Expects $500,000 Fine for Promised Fee Waiver Failures
The firm offered certain fee waivers which were not honored, per a recent regulatory filing.
rss icon linkedin-in icon
Unsubscribe | Manage Subscriptions | Contact Us
Copyright ©2025 Asset International, Inc. All rights reserved.
No reproduction without prior authorization.
Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal
702 King Farm Boulevard, Suite 300, Rockville, MD 20850