Weekday news and analysis for retirement plan advisers

Wednesday, September 18, 2024 Exclusives | Awards | Research | Events

Data & Research Americans Brace for Election’s Impact on Retirement Planning Experts from Wealth Enhancement, summarizing a recent survey, say Americans are still optimistic about retirement in the long run. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Fidelity to Limit Third-Party Credential-Sharing for 401(k) Access Fidelity will soon block financial advisers from using third-party fintech services to access clients’ workplace plans.

Today’s Most Read 1. Christian Mango Joins OneDigital from Alera 2. Americans’ Net Worth Comfort Level Increases Again 3. Legal & General Partnering With Blackstone For Private Credit

Morningstar to Change Rating Methodology for Managed Investments The change will alter about 20% of funds ratings, most of which will be downgrades, according to the firm.

CFP Board Launches Campaign to Attract Young Talent to Financial Planning Ads targeting younger workers call financial planning “quite possibly the perfect job.”

Court Grants Genworth Class Certification Appeal Plaintiffs can appeal class action status granted earlier this month to participants who were invested in BlackRock Inc. target date funds.

Industry Intel Roundup Featured Thought Leadership PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management. How Advisers Can Help Plan Sponsors Navigate Demographic Shifts Retirement plan advisers can help plan sponsors with risk management and plan funding to address changing needs of the workforce, according to an expert from Massachusetts Mutual Life Insurance Company.

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