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Retirement Industry People Moves – 10/4/24
ICI promotes Antoniewicz to chief economist; T. Rowe Price names Thomson head of new investment institute; Nationwide hires East Coast institutional sales head; and more.
Private Real Estate Assets in DC Plans Valued at $36.4B
A survey of real estate investment managers found inflows holding steady as the effect of the COVID-19 pandemic subsides.
Product & Service Launches – 10/3/24
Ascensus re-ups with Financial Finesse; Franklin Templeton expands with Bain Capital's Envestnet; and Security Benefit introduces TopRidge Bonus fixed-index annuity.
Quantifying Cybersecurity Risks
A cybersecurity risk modelling expert discusses the science of planning for an unpredictable data breach.
2024 Emerging Leaders — Casey Crawford
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Crawford: As a relationship manager, I collaborate directly with two...
2024 Emerging Leaders — Jonathan Metz
PLANADVISER: Where do you hope to take your career in the retirement industry in coming years? Metz: I aim to take my career to new heights by focusing...
2024 Emerging Leaders — Max Rosenthal
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Rosenthal: I am an adviser at Everhart Advisors and lead...
2024 Emerging Leaders — Jennifer Sommerville
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Sommerville: I fulfill multiple roles within our team: managing the...
2024 Emerging Leaders — Max Rosenthal
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Rosenthal: I am an adviser at Everhart Advisors and lead...
2024 Emerging Leaders — Raymond Pedrick
PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress. Pedrick: I’ve been a part of the SFP Wealth team...
TIAA Swept Up in Infosys Breach
The data breach affected nearly 9,000 individuals at TIAA.
Americans Are Calling for Policymaker Action on Social Security
Reports from HealthView and Transamerica show people want policymakers to work on shoring up Social Security now.
Advisory M&A News – 9/30/24
Commonwealth adds advisers at Aegis Consulting; Cerity Partners welcomes Touchdown Ventures; The Retirement Planning Group acquires Parrott Wealth Management; and more.
GOP Bill Introduced in Senate to Permit CITs in 403(b) Plans
The latest bill is one of several pending measures that aim to allow 403(b) plans to invest using the cheaper investment vehicle.
SEC Charges 12 Financial Firms for Recordkeeping Failures
The firms will pay a total of $88.2 million in civil penalties.
Social Security: Beyond the Headlines
The third story in this quarter’s PLANADVISER In-Depth considers the current state of Social Security.
Cybersecurity Insurance Considerations
Expert Steve Taylor gives his views on cybersecurity insurance, as breaches proliferate in financial services.
Define ‘Crisis’
In the second story in this quarter's PLANADVISER In-Depth series, economists define the state of the U.S. retirement system.
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.
2025’s Tax Sunset and DC Plans
The first article in this quarter’s PLANADVISER In-Depth series, which considers the state of retirement in the U.S., looks at the potential for policymakers to look at tax-deferred...