Search results for: a

The retirement head from acquisition Beltz Ianni & Associates notes a desire to grow the firm with Modern Wealth’s additional capabilities.

Act includes amendments including CIT-expansion to 403(b)s and updating electronic disclosures.

The offering comes via partnership with Stadion Money Management and includes the option of an adviser-managed account setup.

Alerus adds retirement sales consultant; Voya hires sales director; PSC retirement gets new CEO with PE deal; and more.

President Joe Biden highlighted his administration’s regulations that limit various fees and said the Social Security eligibility age should not be increased.

SEC Chairman Gary Gensler addressed the investment community’s concerns anxiety about regulation of predictive data analytics, including artificial intelligence, at IAA’s 2024 Compliance Conference.

The telecom giant announced the pension risk transfer through its purchase of single-premium group annuity contracts covering 56,000 retirees.

The amendment is a first step in meeting industry calls to extend the lower-cost investment vehicle beyond 401(k) plans.

A retirement plan adviser is pushing the industry to consider Social Security’s place as a fixed asset for U.S. workers—and to help participants plan appropriately.

J.P. Morgan’s 2024 Guide to Retirement reveals how gender, sexual orientation and relationship status correlate with longevity. 

Rule amendments finalized this week will require broker/dealers to share more information on the quality of stock order executions and produce a summary report.

William Birdthistle, the Securities and Exchange Commission’s current director of investment management, told an IAA conference the SEC will continue to explore regulating the use of artificial intelligence...

Orion, DPL partner on annuities marketplace for advisers; Morgan Stanley launches private markets transaction desk; Just Futures announces 'values-driven' 401(k) and 403(b) plan offerings; and more.

The drop among the traditional group of 21 companies comes after two years of gains, according to Russell Investments.

Public companies will have to disclose their climate risks and scope 1 and 2 emissions.

Pontera and AdvisorEngine integration to streamline 401(k) management; Income Lab and PreciseFP announce new integration; Cetera and Wealth Access launch data insights platform.

The firm’s Graystone Consulting group and institutional retirement advisers are pitching plan sponsors on a revamped financial education program with local capabilities.

The fifth in our Planadviser In-Depth series delves into cybersecurity threats to retirement plan assets and the industry’s approach to combatting them.

The rule would make it much harder to classify workers, including financial advisers, as independent contractors.