PLANADVISER publishes the bulk of our news content online, but we are also proud to continue presenting our bimonthly print edition. Complementing our online news, the print edition contains extensive analysis of the most important industry events and market trends. We also present our own proprietary research and columns from leading ERISA attorneys. Find some of our latest “print coverage” linked below.
Technology resources for retirement plans and retirement plan advisers have increased dramatically over the last decade and a half. Whether all of the new entrants to the technology space have been improvements could be debated, depending on whom you ask.
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I’m an investment adviser registered with the Securities and Exchange Commission (SEC). I provide investment advice to individuals about rollovers from 401(k) plans or transfers from existing IRAs (individual retirement accounts) to IRAs that I manage. Will I have to provide a client relationship summary (Form CRS)?
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A new lawsuit suggests the individual advisory program TIAA clients were rolled into was significantly more expensive and generated hundreds of millions of dollars in fees for TIAA—without providing commensurate performance benefits.
Agency leaders say the principal idea of the new proposal is that climate change and other ESG factors can be financially material and, when they are, considering them will inevitably lead to better long-term risk-adjusted returns.
Impax appoints Ed Farrington as head of distribution for North America; Prudential forms new Prudential Retirement Strategies business; Northern Trust appoints Gary Paulin as head of global strategic solutions; and more.