Search results for: SCO
Investment Service & Product Launches
American Century launches actively managed ETF; Nomura starts fund with exposure to private credit; Singapore-based Eastspring launches first CIT for US; and more.
Adviser Product Partnerships
Lion Street delivers 401(k) management platform with Pontera; Annexus Retirement Solutions partners with iJoin; Capitalize powers rollovers for Robinhood Retirement account holders; and more.
DISH Network Retirement Plan Survives Legal Challenge
The plan had been challenged for excessive fees and underperformance under ERISA, but a federal judge dismissed the complaint.
Latino-Owned Businesses May Be Poised for 401(k) Plan Growth
As state mandates for small businesses take hold, industry players see opportunity in reaching the underserved Latino population.
Proposed Legislation, SEC Rule Would Greatly Expand Electronic Disclosures
A proposed bill and an SEC proposal on the same topic target two different audiences.
US Workers’ Retirement Readiness Declines Amid Market Volatility
American savers only have 78% of the income needed to cover expenses during retirement, according to Fidelity, down from the last study in 2020.
Powell Says Lowering Inflation to 2% Is ‘Likely to Be Bumpy’
Federal Reserve Chairman Jerome Powell reiterated the Fed’s commitment to lowering inflation.
In Face of Volatility, Diversity Rules in Retirement Plan Menus
Experts discuss how to diversify—and remain calm—despite the headlines.
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
More than 20% of advisers said clients spend between a quarter and half of their time on plan administrative tasks that could be outsourced.
Advisory M&A
OneDigital acquires 401K Resources, Clear Group; Itheric Wealth Advisors joins Sanctuary Wealth; and more.
The PLANADVISER Interview: Aaron Schumm, Vestwell Founder and CEO
The head of the digital 401(k) provider talks about the firm’s dual strategy of arming the private sector—financial advisers—and the public sector—state governments—with workplace retirement plans.
Anti-ESG States Continue Organizing
Policy experts say that ESG policy is likely to be most active at the state level.
SVB Collapse Likely to Discourage Rate Hikes
PGIM fixed income experts see a 25 basis point hike next week, no others this year as inflation is less of a risk than larger economic headwinds due...
SEC Reopens Comment Period for Proposed Cybersecurity Rules
The rules from the February 2022 proposal include new recordkeeping requirements, and industry actors requested more time to review them.
DCIIA Courting Retail Investment Advisers
The well-known industry association opens its umbrella in yet another sign of retirement and wealth advisement drawing closer.
Human Interest Targeting 401(k)s for Hourly Workers
The low-fee, BlackRock-backed provider sees a retirement savings gap affecting workers in service industries.
Managing Investment Risk in Chinese Assets
An expert panel hosted by CII discussed the risks of investing in China and what it means for retirement plan investment selection.
2023 Retirement Plan Adviser of the Year Finalists
Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.
As US Awaits Biden Veto to Keep ESG Rule, Advisers Shrug
Much ink has been spilled over legislation to overturn a DOL rule that allows ESG investing in retirement plans. Plan advisers say that no matter what happens, they...
Gensler Says SEC Agnostic On Green Investing, Seeks Improved Disclosure
The SEC chair told a room of institutional investors that the regulator is “merit neutral” on how investors use climate-related information.