Weekday news and analysis for retirement plan advisers

Tuesday, July 30, 2024 Exclusives | Awards | Research | Events

Deals & People Lifetime Income Design Firm ARS Elevates Paulsen to CEO The former head of distribution will lead the retirement income design company that has partnered with State Street on an in-plan lifetime income builder. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Video: Jim O’Shaughnessy Talks Origins of the Kohler Conference PLANADVISER talks with this year’s individual Vision Awards winner about the retirement conference at the front of a trend of bringing industry players together.

Today’s Most Read 1. Georgia Bill Aims to Create State-Run Retirement Plan 2. Edward Jones Launches Private Client Services for High-Net-Worth Clients 3. TIAA Expands Annuity Availability to Its IRAs

Advisory M&A News – 7/29/24 Cetera adds Southshore Wealth Management to Summit Financial Networks; Waverly Advisors acquires River Capital Advisors; Brad Morgan joins Savvy Advisors.

MissionSquare Retirement Appoints New CEO and President Andre Robinson will succeed Deanna Santana, who served as acting CEO and president since 2023.

Facing Delayed Retirement, Many Americans Wish They Had Started Saving Sooner According to new reports from Voya and F&G Annuities & Life, most Americans wish they had started saving for retirement before they turned 25.

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